Landmark Wealth Management (New York)’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 | $2.53M | Sell |
62,488
-8,225
| -12% | -$333K | 1.08% | 24 |
|
|
2025
Q1 | $2.58M | Sell |
70,713
-377,028
| -84% | -$13.7M | 1.14% | 26 |
|
|
2024
Q4 | $15.3M | Buy |
447,741
+23,294
| +5% | +$795K | 6.77% | 3 |
|
|
2024
Q3 | $15.9M | Sell |
424,447
-374
| -0.1% | -$14K | 6.94% | 3 |
|
|
2024
Q2 | $14.9M | Buy |
424,821
+3,019
| +0.7% | +$106K | 11.61% | 2 |
|
|
2024
Q1 | $15.1M | Sell |
421,802
-855
| -0.2% | -$30.6K | 7% | 3 |
|
|
2023
Q4 | $14.4M | Sell |
422,657
-33,054
| -7% | -$1.12M | 7.07% | 3 |
|
|
2023
Q3 | $14.1M | Buy |
455,711
+2,305
| +0.5% | +$71.5K | 8.03% | 3 |
|
|
2023
Q2 | $14.8M | Sell |
453,406
-596
| -0.1% | -$19.4K | 13.07% | 2 |
|
|
2023
Q1 | $14.6M | Buy |
454,002
+81,338
| +22% | +$2.61M | 8.11% | 3 |
|
|
2022
Q4 | $11.1M | Sell |
372,664
-12,937
| -3% | -$384K | 8% | 3 |
|
|
2022
Q3 | $9.95M | Buy |
385,601
+22,611
| +6% | +$583K | 7.54% | 3 |
|
|
2022
Q2 | $10.5M | Sell |
362,990
-503,298
| -58% | -$14.5M | 13.38% | 2 |
|
|
2022
Q1 | $15.3M | Buy |
866,288
+497,440
| +135% | +$8.77M | 8.03% | 3 |
|
|
2021
Q4 | $13K | Buy |
+368,848
| New | +$13K | 7.6% | 3 |
|