Key Financial Inc’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 | $878K | Buy |
21,692
+974
| +5% | +$39.4K | 0.18% | 110 |
|
|
2025
Q1 | $754K | Buy |
20,718
+2,611
| +14% | +$95.1K | 0.16% | 115 |
|
|
2024
Q4 | $618K | Buy |
18,107
+587
| +3% | +$20K | 0.14% | 130 |
|
|
2024
Q3 | $658K | Buy |
17,520
+226
| +1% | +$8.49K | 0.15% | 127 |
|
|
2024
Q2 | $607K | Buy |
17,294
+1,169
| +7% | +$41K | 0.15% | 122 |
|
|
2024
Q1 | $578K | Buy |
16,125
+6,335
| +65% | +$227K | 0.15% | 123 |
|
|
2023
Q4 | $333K | Buy |
9,790
+356
| +4% | +$12.1K | 0.09% | 166 |
|
|
2023
Q3 | $293K | Buy |
9,434
+557
| +6% | +$17.3K | 0.1% | 165 |
|
|
2023
Q2 | $289K | Sell |
8,877
-497
| -5% | -$16.2K | 0.1% | 164 |
|
|
2023
Q1 | $301K | Buy |
9,374
+1,111
| +13% | +$35.7K | 0.11% | 151 |
|
|
2022
Q4 | $213K | Hold |
8,263
| – | – | 0.1% | 159 |
|
|
2022
Q3 | $213K | Buy |
8,263
+1,717
| +26% | +$44.3K | 0.1% | 161 |
|
|
2022
Q2 | $189K | Buy |
6,546
+1,715
| +35% | +$49.5K | 0.1% | 154 |
|
|
2022
Q1 | $166K | Buy |
4,831
+1,965
| +69% | +$67.5K | 0.08% | 189 |
|
|
2021
Q4 | $105K | Buy |
2,866
+345
| +14% | +$12.6K | 0.05% | 226 |
|
|
2021
Q3 | $91K | Buy |
2,521
+814
| +48% | +$29.4K | 0.05% | 235 |
|
|
2021
Q2 | $63K | Buy |
1,707
+1,162
| +213% | +$42.9K | 0.04% | 316 |
|
|
2021
Q1 | $19K | Buy |
+545
| New | +$19K | 0.01% | 412 |
|