HWA
Heartwood Wealth Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61M | Hold |
113,871
| – | – | 0.48% | 35 |
|
|
2025
Q1 | $4.15M | Sell |
113,871
-1,983
| -2% | -$72.2K | 0.47% | 36 |
|
|
2024
Q4 | $3.95M | Hold |
115,854
| – | – | 0.45% | 32 |
|
|
2024
Q3 | $4.35M | Hold |
115,854
| – | – | 0.48% | 32 |
|
|
2024
Q2 | $4.06M | Hold |
115,854
| – | – | 0.49% | 32 |
|
|
2024
Q1 | $4.15M | Sell |
115,854
-20,060
| -15% | -$719K | 0.51% | 31 |
|
|
2023
Q4 | $4.62M | Sell |
135,914
-12,150
| -8% | -$413K | 0.62% | 27 |
|
|
2023
Q3 | $4.59M | Sell |
148,064
-1,436
| -1% | -$44.5K | 0.68% | 25 |
|
|
2023
Q2 | $4.86M | Hold |
149,500
| – | – | 0.69% | 26 |
|
|
2023
Q1 | $4.8M | Sell |
149,500
-17,257
| -10% | -$554K | 0.72% | 26 |
|
|
2022
Q4 | $4.95M | Buy |
166,757
+18,354
| +12% | +$545K | 0.78% | 27 |
|
|
2022
Q3 | $3.83M | Sell |
148,403
-8,713
| -6% | -$225K | 0.66% | 25 |
|
|
2022
Q2 | $4.53M | Sell |
157,116
-477
| -0.3% | -$13.8K | 0.75% | 25 |
|
|
2022
Q1 | $5.4M | Sell |
157,593
-2,006
| -1% | -$68.8K | 0.8% | 25 |
|
|
2021
Q4 | $5.82M | Sell |
159,599
-31,909
| -17% | -$1.16M | 0.87% | 26 |
|
|
2021
Q3 | $6.94M | Buy |
191,508
+14,942
| +8% | +$541K | 1.08% | 25 |
|
|
2021
Q2 | $6.5M | Sell |
176,566
-6,080
| -3% | -$224K | 1% | 26 |
|
|
2021
Q1 | $6.46M | Sell |
182,646
-5,541
| -3% | -$196K | 1.04% | 26 |
|
|
2020
Q4 | $6.35M | Hold |
188,187
| – | – | 1.03% | 23 |
|
|
2020
Q3 | $5.51M | Sell |
188,187
-21,488
| -10% | -$629K | 1.05% | 22 |
|
|
2020
Q2 | $5.79M | Buy |
209,675
+58,427
| +39% | +$1.61M | 1.15% | 21 |
|
|
2020
Q1 | $3.62M | Buy |
151,248
+128,882
| +576% | +$3.09M | 0.87% | 23 |
|
|
2019
Q4 | $701K | Buy |
+22,366
| New | +$701K | 0.13% | 43 |
|