HFS
Howard Financial Services’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 | $908K | Sell |
22,431
-8,367
| -27% | -$339K | 0.12% | 67 |
|
|
2025
Q1 | $1.12M | Sell |
30,798
-1,531
| -5% | -$55.7K | 0.15% | 61 |
|
|
2024
Q4 | $1.1M | Sell |
32,329
-969
| -3% | -$33.1K | 0.15% | 61 |
|
|
2024
Q3 | $1.25M | Sell |
33,298
-426
| -1% | -$16K | 0.18% | 49 |
|
|
2024
Q2 | $1.18M | Sell |
33,724
-381
| -1% | -$13.4K | 0.19% | 51 |
|
|
2024
Q1 | $1.22M | Hold |
34,105
| – | – | 0.21% | 50 |
|
|
2023
Q4 | $1.16M | Buy |
34,105
+521
| +2% | +$17.7K | 0.22% | 50 |
|
|
2023
Q3 | $1.04M | Hold |
33,584
| – | – | 0.24% | 50 |
|
|
2023
Q2 | $1.09M | Sell |
33,584
-61
| -0.2% | -$1.99K | 0.26% | 45 |
|
|
2023
Q1 | $1.08M | Sell |
33,645
-4,200
| -11% | -$135K | 0.26% | 43 |
|
|
2022
Q4 | $1.12M | Buy |
37,845
+209
| +0.6% | +$6.21K | 0.3% | 42 |
|
|
2022
Q3 | $971K | Buy |
37,636
+13,966
| +59% | +$360K | 0.31% | 40 |
|
|
2022
Q2 | $683K | Sell |
23,670
-524
| -2% | -$15.1K | 0.23% | 42 |
|
|
2022
Q1 | $829K | Buy |
24,194
+710
| +3% | +$24.3K | 0.25% | 39 |
|
|
2021
Q4 | $857K | Buy |
23,484
+150
| +0.6% | +$5.47K | 0.26% | 33 |
|
|
2021
Q3 | $845K | Hold |
23,334
| – | – | 0.32% | 34 |
|
|
2021
Q2 | $858K | Buy |
23,334
+126
| +0.5% | +$4.63K | 0.34% | 33 |
|
|
2021
Q1 | $821K | Buy |
23,208
+5
| +0% | +$177 | 0.37% | 31 |
|
|
2020
Q4 | $783K | Sell |
23,203
-1,417
| -6% | -$47.8K | 0.41% | 32 |
|
|
2020
Q3 | $720K | Sell |
24,620
-681
| -3% | -$19.9K | 0.47% | 31 |
|
|
2020
Q2 | $699K | Sell |
25,301
-35,599
| -58% | -$984K | 0.5% | 33 |
|
|
2020
Q1 | $1.46M | Hold |
60,900
| – | – | 1.29% | 16 |
|
|
2019
Q4 | $1.91M | Sell |
60,900
-2,088
| -3% | -$65.5K | 1.17% | 18 |
|
|
2019
Q3 | $1.85M | Sell |
62,988
-12,329
| -16% | -$362K | 1.22% | 19 |
|
|
2019
Q2 | $2.23M | Sell |
75,317
-761
| -1% | -$22.5K | 1.52% | 16 |
|
|
2019
Q1 | $2.22M | Sell |
76,078
-7,763
| -9% | -$227K | 1.58% | 17 |
|
|
2018
Q4 | $2.22M | Buy |
+83,841
| New | +$2.22M | 1.7% | 15 |
|