JDM Financial Group’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 | $17.1M | Buy |
422,738
+17,707
| +4% | +$717K | 8.08% | 3 |
|
|
2025
Q1 | $14.7M | Buy |
405,031
+21,924
| +6% | +$798K | 7.48% | 4 |
|
|
2024
Q4 | $13.1M | Buy |
383,107
+48,180
| +14% | +$1.64M | 6.8% | 5 |
|
|
2024
Q3 | $12.6M | Buy |
334,927
+23,086
| +7% | +$867K | 6.84% | 5 |
|
|
2024
Q2 | $10.9M | Buy |
311,841
+27,148
| +10% | +$952K | 7.39% | 3 |
|
|
2024
Q1 | $10.2M | Buy |
284,693
+29,767
| +12% | +$1.07M | 7.44% | 3 |
|
|
2023
Q4 | $8.67M | Buy |
254,926
+8,741
| +4% | +$297K | 7.19% | 3 |
|
|
2023
Q3 | $7.63M | Sell |
246,185
-8,657
| -3% | -$268K | 7.04% | 3 |
|
|
2023
Q2 | $8.29M | Sell |
254,842
-2,775
| -1% | -$90.3K | 7.2% | 3 |
|
|
2023
Q1 | $8.27M | Sell |
257,617
-10,984
| -4% | -$353K | 7.62% | 3 |
|
|
2022
Q4 | $7.97M | Buy |
+268,601
| New | +$7.97M | 7.63% | 3 |
|