JWA
JFS Wealth 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 | $2.66M | Sell |
65,811
-1,521
| -2% | -$61.6K | 0.17% | 77 |
|
|
2025
Q1 | $2.45M | Sell |
67,332
-414
| -0.6% | -$15.1K | 0.17% | 78 |
|
|
2024
Q4 | $2.31M | Buy |
67,746
+34
| +0.1% | +$1.16K | 0.16% | 81 |
|
|
2024
Q3 | $2.54M | Buy |
67,712
+350
| +0.5% | +$13.1K | 0.17% | 83 |
|
|
2024
Q2 | $2.36M | Sell |
67,362
-1,133
| -2% | -$39.7K | 0.19% | 74 |
|
|
2024
Q1 | $2.45M | Sell |
68,495
-419
| -0.6% | -$15K | 0.19% | 72 |
|
|
2023
Q4 | $2.34M | Sell |
68,914
-4,569
| -6% | -$155K | 0.2% | 69 |
|
|
2023
Q3 | $2.28M | Buy |
73,483
+14
| +0% | +$434 | 0.22% | 69 |
|
|
2023
Q2 | $2.39M | Sell |
73,469
-266
| -0.4% | -$8.66K | 0.22% | 69 |
|
|
2023
Q1 | $2.37M | Sell |
73,735
-4,904
| -6% | -$158K | 0.22% | 73 |
|
|
2022
Q4 | $2.33M | Sell |
78,639
-6,665
| -8% | -$198K | 0.23% | 75 |
|
|
2022
Q3 | $2.2M | Sell |
85,304
-350
| -0.4% | -$9.03K | 0.24% | 73 |
|
|
2022
Q2 | $2.47M | Buy |
85,654
+252
| +0.3% | +$7.27K | 0.26% | 64 |
|
|
2022
Q1 | $2.93M | Buy |
85,402
+993
| +1% | +$34K | 0.28% | 70 |
|
|
2021
Q4 | $3.08M | Buy |
84,409
+4,393
| +5% | +$160K | 0.29% | 68 |
|
|
2021
Q3 | $2.9M | Sell |
80,016
-2,386
| -3% | -$86.4K | 0.3% | 66 |
|
|
2021
Q2 | $3.03M | Sell |
82,402
-199
| -0.2% | -$7.32K | 0.45% | 42 |
|
|
2021
Q1 | $2.92M | Buy |
82,601
+11
| +0% | +$389 | 0.6% | 41 |
|
|
2020
Q4 | $2.79M | Buy |
82,590
+496
| +0.6% | +$16.7K | 0.59% | 41 |
|
|
2020
Q3 | $2.4M | Sell |
82,094
-654
| -0.8% | -$19.1K | 0.57% | 43 |
|
|
2020
Q2 | $2.29M | Buy |
82,748
+6,032
| +8% | +$167K | 0.59% | 41 |
|
|
2020
Q1 | $1.84M | Buy |
76,716
+59,909
| +356% | +$1.43M | 0.55% | 45 |
|
|
2019
Q4 | $527K | Buy |
16,807
+201
| +1% | +$6.3K | 0.13% | 89 |
|
|
2019
Q3 | $488K | Buy |
16,606
+766
| +5% | +$22.5K | 0.12% | 93 |
|
|
2019
Q2 | $469K | Sell |
15,840
-731
| -4% | -$21.6K | 0.12% | 93 |
|
|
2019
Q1 | $484K | Sell |
16,571
-20,051
| -55% | -$586K | 0.13% | 89 |
|
|
2018
Q4 | $969K | Buy |
36,622
+21,610
| +144% | +$572K | 0.26% | 69 |
|
|
2018
Q3 | $462K | Buy |
15,012
+2,256
| +18% | +$69.4K | 0.12% | 95 |
|
|
2018
Q2 | $388K | Buy |
12,756
+1,250
| +11% | +$38K | 0.1% | 103 |
|
|
2018
Q1 | $362K | Buy |
11,506
+6,597
| +134% | +$208K | 0.1% | 105 |
|
|
2017
Q4 | $156K | Buy |
+4,909
| New | +$156K | 0.04% | 162 |
|