Golden State Wealth Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Sell |
23,911
-6,027
| -20% | -$244K | 0.12% | 145 |
|
|
2025
Q1 | $1.09M | Sell |
29,938
-250
| -0.8% | -$9.1K | 0.16% | 114 |
|
|
2024
Q4 | $1.03M | Buy |
+30,188
| New | +$1.03M | 0.15% | 112 |
|
|
2022
Q1 | – | Sell |
-7,868
| Closed | -$287K | – | 355 |
|
|
2021
Q4 | $287K | Hold |
7,868
| – | – | 0.05% | 293 |
|
|
2021
Q3 | $285K | Hold |
7,868
| – | – | 0.06% | 242 |
|
|
2021
Q2 | $289K | Hold |
7,868
| – | – | 0.06% | 231 |
|
|
2021
Q1 | $278K | Sell |
7,868
-179
| -2% | -$6.33K | 0.09% | 157 |
|
|
2020
Q4 | $272K | Sell |
8,047
-713
| -8% | -$24.1K | 0.08% | 191 |
|
|
2020
Q3 | $256K | Buy |
+8,760
| New | +$256K | 0.09% | 165 |
|
|
2020
Q2 | – | Sell |
-8,889
| Closed | -$213K | – | 773 |
|
|
2020
Q1 | $213K | Buy |
+8,889
| New | +$213K | 0.09% | 151 |
|
|
2019
Q4 | – | Sell |
-8,262
| Closed | -$243K | – | 777 |
|
|
2019
Q3 | $243K | Buy |
8,262
+3,047
| +58% | +$89.6K | 0.08% | 181 |
|
|
2019
Q2 | $154K | Sell |
5,215
-148
| -3% | -$4.37K | 0.05% | 265 |
|
|
2019
Q1 | $157K | Buy |
+5,363
| New | +$157K | 0.05% | 253 |
|