Heritage Trust’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Hold |
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|
2025
Q1 | $4M | Hold |
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|
2024
Q4 | $3.75M | Buy |
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|
2024
Q2 | $3.86M | Hold |
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|
2024
Q1 | $3.94M | Hold |
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|
2023
Q4 | $3.74M | Hold |
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|
2023
Q3 | $3.41M | Buy |
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|
2023
Q2 | $3.57M | Hold |
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|
2023
Q1 | $3.53M | Hold |
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|
2022
Q4 | $3.26M | Sell |
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|
2022
Q3 | $4.37M | Hold |
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|
2022
Q2 | $4.88M | Buy |
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