Kingswood Wealth Advisors’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 | $4.42M | Buy |
109,067
+7,573
| +7% | +$307K | 0.35% | 60 |
|
|
2025
Q1 | $3.7M | Buy |
101,494
+3,880
| +4% | +$141K | 0.34% | 64 |
|
|
2024
Q4 | $3.33M | Buy |
97,614
+8,786
| +10% | +$300K | 0.25% | 86 |
|
|
2024
Q3 | $3.34M | Buy |
88,828
+22,917
| +35% | +$861K | 0.24% | 99 |
|
|
2024
Q2 | $2.31M | Buy |
65,911
+50,113
| +317% | +$1.76M | 0.21% | 105 |
|
|
2024
Q1 | $566K | Buy |
+15,798
| New | +$566K | 0.07% | 315 |
|