IA
IFP 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 | $31.7M | Buy |
783,624
+115,000
| +17% | +$4.66M | 0.9% | 13 |
|
|
2025
Q1 | $24.3M | Sell |
668,624
-153,565
| -19% | -$5.59M | 0.75% | 16 |
|
|
2024
Q4 | $28.1M | Buy |
822,189
+108,916
| +15% | +$3.72M | 0.92% | 12 |
|
|
2024
Q3 | $26.8M | Buy |
713,273
+50,626
| +8% | +$1.9M | 0.97% | 12 |
|
|
2024
Q2 | $23.2M | Buy |
662,647
+68,588
| +12% | +$2.41M | 0.92% | 15 |
|
|
2024
Q1 | $21.3M | Buy |
594,059
+87,210
| +17% | +$3.13M | 0.93% | 13 |
|
|
2023
Q4 | $17.2M | Sell |
506,849
-115,302
| -19% | -$3.92M | 0.81% | 16 |
|
|
2023
Q3 | $19.4M | Buy |
622,151
+28,473
| +5% | +$889K | 0.87% | 18 |
|
|
2023
Q2 | $19.3M | Buy |
593,678
+22,338
| +4% | +$727K | 0.81% | 19 |
|
|
2023
Q1 | $13.7M | Sell |
571,340
-372,305
| -39% | -$8.95M | 0.6% | 27 |
|
|
2022
Q4 | $22.9M | Buy |
943,645
+36,170
| +4% | +$879K | 0.61% | 19 |
|
|
2022
Q3 | $22.3M | Buy |
907,475
+97,921
| +12% | +$2.4M | 0.58% | 21 |
|
|
2022
Q2 | $19.7M | Hold |
809,554
| – | – | 0.63% | 19 |
|
|
2022
Q1 | $19.7M | Buy |
809,554
+171,730
| +27% | +$4.18M | 0.63% | 19 |
|
|
2021
Q4 | $23.4M | Buy |
637,824
+30,974
| +5% | +$1.14M | 0.46% | 25 |
|
|
2021
Q3 | $22.1M | Buy |
606,850
+44,966
| +8% | +$1.64M | 0.44% | 23 |
|
|
2021
Q2 | $20.7M | Buy |
561,884
+210,502
| +60% | +$7.74M | 0.43% | 23 |
|
|
2021
Q1 | $12.4M | Sell |
351,382
-60,515
| -15% | -$2.14M | 0.24% | 33 |
|
|
2020
Q4 | $13.9M | Buy |
411,897
+125,846
| +44% | +$4.25M | 0.56% | 23 |
|
|
2020
Q3 | $8.35M | Buy |
286,051
+55,761
| +24% | +$1.63M | 0.5% | 38 |
|
|
2020
Q2 | $6.35M | Sell |
230,290
-19,198
| -8% | -$530K | 0.5% | 39 |
|
|
2020
Q1 | $6.07M | Sell |
249,488
-20,852
| -8% | -$507K | 0.61% | 29 |
|
|
2019
Q4 | $8.49M | Sell |
270,340
-35,186
| -12% | -$1.1M | 0.64% | 25 |
|
|
2019
Q3 | $8.94M | Buy |
+305,526
| New | +$8.94M | 0.6% | 26 |
|
|
2019
Q1 | $195K | Sell |
6,583
-84,482
| -93% | -$2.5M | 0.03% | 481 |
|
|
2018
Q4 | $2.4M | Sell |
91,065
-30,090
| -25% | -$794K | 0.15% | 157 |
|
|
2018
Q3 | $3.73M | Buy |
121,155
+65,282
| +117% | +$2.01M | 0.15% | 158 |
|
|
2018
Q2 | $1.7M | Buy |
55,873
+43,692
| +359% | +$1.33M | 0.07% | 282 |
|
|
2018
Q1 | $386K | Hold |
12,181
| – | – | 0.02% | 721 |
|
|
2017
Q4 | $386K | Buy |
12,181
+6,477
| +114% | +$205K | 0.02% | 717 |
|
|
2017
Q3 | $175K | Sell |
5,704
-21
| -0.4% | -$644 | 0.01% | 1215 |
|
|
2017
Q2 | $167K | Buy |
5,725
+1,260
| +28% | +$36.8K | 0.01% | 1226 |
|
|
2017
Q1 | $124K | Sell |
4,465
-600
| -12% | -$16.7K | 0.01% | 1373 |
|
|
2016
Q4 | $130K | Sell |
5,065
-1,340
| -21% | -$34.4K | 0.01% | 1287 |
|
|
2016
Q3 | $170K | Sell |
6,405
-884
| -12% | -$23.5K | 0.01% | 1078 |
|
|
2016
Q2 | $182K | Buy |
7,289
+706
| +11% | +$17.6K | 0.01% | 1015 |
|
|
2016
Q1 | $195K | Buy |
6,583
+6,221
| +1,719% | +$184K | 0.03% | 481 |
|
|
2015
Q4 | $9K | Buy |
+362
| New | +$9K | ﹤0.01% | 2630 |
|