Kelly Financial Services’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 | $274K | Sell |
6,778
-9,515
| -58% | -$385K | 0.08% | 97 |
|
|
2025
Q1 | $593K | Buy |
16,293
+4,317
| +36% | +$157K | 0.21% | 50 |
|
|
2024
Q4 | $409K | Sell |
11,976
-7,448
| -38% | -$254K | 0.15% | 71 |
|
|
2024
Q3 | $730K | Sell |
19,424
-26,887
| -58% | -$1.01M | 0.27% | 52 |
|
|
2024
Q2 | $1.62M | Buy |
46,311
+24,693
| +114% | +$866K | 0.58% | 29 |
|
|
2024
Q1 | $775K | Sell |
21,618
-3,457
| -14% | -$124K | 0.3% | 49 |
|
|
2023
Q4 | $853K | Sell |
25,075
-1,125
| -4% | -$38.3K | 0.35% | 41 |
|
|
2023
Q3 | $812K | Buy |
26,200
+1,481
| +6% | +$45.9K | 0.37% | 43 |
|
|
2023
Q2 | $804K | Sell |
24,719
-18,595
| -43% | -$605K | 0.38% | 38 |
|
|
2023
Q1 | $1.39M | Buy |
43,314
+7,471
| +21% | +$240K | 0.7% | 25 |
|
|
2022
Q4 | $1.06M | Buy |
35,843
+14,062
| +65% | +$418K | 0.56% | 31 |
|
|
2022
Q3 | $562K | Sell |
21,781
-1,309
| -6% | -$33.8K | 0.33% | 36 |
|
|
2022
Q2 | $666K | Buy |
23,090
+10,438
| +83% | +$301K | 0.35% | 38 |
|
|
2022
Q1 | $434K | Buy |
12,652
+553
| +5% | +$19K | 0.2% | 49 |
|
|
2021
Q4 | $441K | Buy |
12,099
+7,594
| +169% | +$277K | 0.2% | 46 |
|
|
2021
Q3 | $163K | Sell |
4,505
-33,034
| -88% | -$1.2M | 0.09% | 75 |
|
|
2021
Q2 | $1.02M | Buy |
37,539
+36,986
| +6,688% | +$1M | 0.04% | 117 |
|
|
2021
Q1 | $19.6K | Hold |
553
| – | – | 0.01% | 225 |
|
|
2020
Q4 | $18.7K | Buy |
553
+5
| +0.9% | +$169 | 0.01% | 203 |
|
|
2020
Q3 | $16K | Buy |
+548
| New | +$16K | 0.01% | 203 |
|