Kathleen S. Wright Associates’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $749K | Sell |
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|
2025
Q2 | $750K | Sell |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $986K | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $931K | Buy |
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|
2024
Q1 | $922K | Sell |
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|
2023
Q4 | $954K | Buy |
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|
2023
Q3 | $834K | Buy |
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|
2023
Q2 | $776K | Sell |
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|
2023
Q1 | $786K | Sell |
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|
2022
Q4 | $777K | Buy |
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|
2022
Q3 | $657K | Buy |
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|
2022
Q2 | $572K | Buy |
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|
2022
Q1 | $493K | Buy |
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|
2021
Q4 | $448K | Buy |
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