HSWS
Higgins & Schmidt Wealth Strategies’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 | $26.8M | Sell |
661,727
-42,310
| -6% | -$1.71M | 14.83% | 3 |
|
2025
Q1 | $25.6M | Buy |
704,037
+10,442
| +2% | +$380K | 15.14% | 3 |
|
2024
Q4 | $23.7M | Sell |
693,595
-14,779
| -2% | -$504K | 14.76% | 3 |
|
2024
Q3 | $26.6M | Buy |
708,374
+45,410
| +7% | +$1.71M | 17.17% | 1 |
|
2024
Q2 | $23.3M | Buy |
662,964
+14,779
| +2% | +$518K | 16.77% | 1 |
|
2024
Q1 | $23.2M | Buy |
648,185
+24,227
| +4% | +$868K | 17.13% | 1 |
|
2023
Q4 | $21.2M | Buy |
+623,958
| New | +$21.2M | 17.09% | 1 |
|