HWM
Howard Wealth Management’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 | $1.09M | Buy |
26,864
+205
| +0.8% | +$8.3K | 0.55% | 54 |
|
|
2025
Q1 | $971K | Sell |
26,659
-748
| -3% | -$27.2K | 0.54% | 52 |
|
|
2024
Q4 | $935K | Buy |
27,407
+319
| +1% | +$10.9K | 0.51% | 55 |
|
|
2024
Q3 | $1.02M | Sell |
27,088
-367
| -1% | -$13.8K | 0.59% | 48 |
|
|
2024
Q2 | $963K | Buy |
27,455
+175
| +0.6% | +$6.14K | 0.76% | 33 |
|
|
2024
Q1 | $978K | Sell |
27,280
-425
| -2% | -$15.2K | 0.8% | 32 |
|
|
2023
Q4 | $942K | Hold |
27,705
| – | – | 0.79% | 35 |
|
|
2023
Q3 | $859K | Sell |
27,705
-462
| -2% | -$14.3K | 0.79% | 35 |
|
|
2023
Q2 | $917K | Buy |
28,167
+457
| +2% | +$14.9K | 0.79% | 34 |
|
|
2023
Q1 | $890K | Sell |
27,710
-124
| -0.4% | -$3.98K | 0.74% | 38 |
|
|
2022
Q4 | $826K | Sell |
27,834
-414
| -1% | -$12.3K | 0.68% | 41 |
|
|
2022
Q3 | $728K | Buy |
28,248
+6,388
| +29% | +$165K | 0.52% | 51 |
|
|
2022
Q2 | $630K | Sell |
21,860
-5,819
| -21% | -$168K | 0.67% | 30 |
|
|
2022
Q1 | $948K | Sell |
27,679
-260
| -0.9% | -$8.91K | 0.52% | 52 |
|
|
2021
Q4 | $1.02M | Buy |
27,939
+1,184
| +4% | +$43.2K | 0.54% | 51 |
|
|
2021
Q3 | $968K | Sell |
26,755
-956
| -3% | -$34.6K | 0.54% | 54 |
|
|
2021
Q2 | $1.02M | Buy |
27,711
+254
| +0.9% | +$9.34K | 0.56% | 49 |
|
|
2021
Q1 | $970K | Buy |
27,457
+308
| +1% | +$10.9K | 0.57% | 49 |
|
|
2020
Q4 | $916K | Buy |
27,149
+306
| +1% | +$10.3K | 0.57% | 48 |
|
|
2020
Q3 | $785K | Sell |
26,843
-651
| -2% | -$19K | 0.56% | 46 |
|
|
2020
Q2 | $759K | Buy |
+27,494
| New | +$759K | 0.62% | 42 |
|
|
2020
Q1 | – | Sell |
-5,160
| Closed | -$161K | – | 424 |
|
|
2019
Q4 | $161K | Buy |
+5,160
| New | +$161K | 0.13% | 110 |
|