IRON Financial’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
46,417
+123
| +0.3% | +$4.98K | 0.97% | 23 |
|
|
2025
Q1 | $1.69M | Sell |
46,294
-63
| -0.1% | -$2.29K | 0.94% | 24 |
|
|
2024
Q4 | $1.58M | Sell |
46,357
-34
| -0.1% | -$1.16K | 0.89% | 24 |
|
|
2024
Q3 | $1.74M | Sell |
46,391
-947
| -2% | -$35.6K | 0.95% | 26 |
|
|
2024
Q2 | $1.66M | Sell |
47,338
-533
| -1% | -$18.7K | 0.93% | 27 |
|
|
2024
Q1 | $1.72M | Sell |
47,871
-826
| -2% | -$29.6K | 0.96% | 25 |
|
|
2023
Q4 | $1.66M | Sell |
48,697
-817
| -2% | -$27.8K | 0.94% | 25 |
|
|
2023
Q3 | $1.54M | Sell |
49,514
-962
| -2% | -$29.8K | 0.89% | 27 |
|
|
2023
Q2 | $1.64M | Buy |
50,476
+510
| +1% | +$16.6K | 0.88% | 28 |
|
|
2023
Q1 | $1.6M | Sell |
49,966
-165
| -0.3% | -$5.3K | 0.88% | 25 |
|
|
2022
Q4 | $1.49M | Sell |
50,131
-2,442
| -5% | -$72.5K | 0.85% | 25 |
|
|
2022
Q3 | $1.36M | Buy |
52,573
+196
| +0.4% | +$5.06K | 0.74% | 28 |
|
|
2022
Q2 | $1.51M | Sell |
52,377
-499
| -0.9% | -$14.4K | 0.79% | 27 |
|
|
2022
Q1 | $1.81M | Sell |
52,876
-445
| -0.8% | -$15.3K | 0.84% | 26 |
|
|
2021
Q4 | $1.95M | Buy |
53,321
+3,596
| +7% | +$131K | 0.87% | 28 |
|
|
2021
Q3 | $1.8M | Sell |
49,725
-3,626
| -7% | -$131K | 0.86% | 28 |
|
|
2021
Q2 | $1.96M | Sell |
53,351
-4,811
| -8% | -$177K | 0.92% | 26 |
|
|
2021
Q1 | $2.06M | Sell |
58,162
-92,442
| -61% | -$3.27M | 1.09% | 19 |
|
|
2020
Q4 | $5.08M | Sell |
150,604
-1,777
| -1% | -$60K | 2.56% | 13 |
|
|
2020
Q3 | $4.46M | Sell |
152,381
-4,808
| -3% | -$141K | 2.46% | 13 |
|
|
2020
Q2 | $4.34M | Buy |
157,189
+16,448
| +12% | +$454K | 2.24% | 15 |
|
|
2020
Q1 | $3.37M | Buy |
140,741
+11,588
| +9% | +$277K | 2.11% | 13 |
|
|
2019
Q4 | $4.05M | Buy |
129,153
+25,563
| +25% | +$801K | 1.93% | 15 |
|
|
2019
Q3 | $3.04M | Sell |
103,590
-63,100
| -38% | -$1.85M | 2.26% | 12 |
|
|
2019
Q2 | $4.87M | Sell |
166,690
-144,043
| -46% | -$4.21M | 4.54% | 5 |
|
|
2019
Q1 | $9.08M | Buy |
310,733
+15,456
| +5% | +$451K | 5.74% | 8 |
|
|
2018
Q4 | $7.81M | Buy |
295,277
+15,053
| +5% | +$398K | 6.08% | 6 |
|
|
2018
Q3 | $8.62M | Buy |
280,224
+60,779
| +28% | +$1.87M | 5.79% | 8 |
|
|
2018
Q2 | $6.67M | Buy |
219,445
+124,243
| +131% | +$3.78M | 3.62% | 9 |
|
|
2018
Q1 | $2.99M | Buy |
+95,202
| New | +$2.99M | 1.92% | 10 |
|