Lantz Financial’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 | $541K | Sell |
13,361
-485
| -4% | -$19.6K | 0.13% | 139 |
|
|
2025
Q1 | $504K | Buy |
13,846
+149
| +1% | +$5.43K | 0.14% | 137 |
|
|
2024
Q4 | $467K | Buy |
13,697
+51
| +0.4% | +$1.74K | 0.12% | 144 |
|
|
2024
Q3 | $513K | Sell |
13,646
-72
| -0.5% | -$2.7K | 0.14% | 135 |
|
|
2024
Q2 | $481K | Buy |
13,718
+52
| +0.4% | +$1.82K | 0.15% | 130 |
|
|
2024
Q1 | $490K | Sell |
13,666
-80
| -0.6% | -$2.87K | 0.16% | 129 |
|
|
2023
Q4 | $468K | Sell |
13,746
-1,218
| -8% | -$41.4K | 0.17% | 124 |
|
|
2023
Q3 | $464K | Sell |
14,964
-2,217
| -13% | -$68.7K | 0.18% | 112 |
|
|
2023
Q2 | $559K | Sell |
17,181
-494
| -3% | -$16.1K | 0.22% | 99 |
|
|
2023
Q1 | $568K | Sell |
17,675
-1,494
| -8% | -$48K | 0.24% | 97 |
|
|
2022
Q4 | $569K | Sell |
19,169
-3,452
| -15% | -$102K | 0.26% | 93 |
|
|
2022
Q3 | $584K | Buy |
22,621
+1,457
| +7% | +$37.6K | 0.3% | 82 |
|
|
2022
Q2 | $610K | Sell |
21,164
-3,004
| -12% | -$86.6K | 0.28% | 86 |
|
|
2022
Q1 | $828K | Sell |
24,168
-5,514
| -19% | -$189K | 0.34% | 77 |
|
|
2021
Q4 | $1.08M | Sell |
29,682
-5,462
| -16% | -$199K | 0.5% | 55 |
|
|
2021
Q3 | $1.27M | Sell |
35,144
-6,272
| -15% | -$227K | 0.65% | 46 |
|
|
2021
Q2 | $1.52M | Sell |
41,416
-10,306
| -20% | -$379K | 0.78% | 36 |
|
|
2021
Q1 | $1.83M | Buy |
51,722
+3,272
| +7% | +$116K | 1.04% | 21 |
|
|
2020
Q4 | $1.64M | Sell |
48,450
-29
| -0.1% | -$979 | 1.02% | 23 |
|
|
2020
Q3 | $1.42M | Buy |
48,479
+1,867
| +4% | +$54.6K | 0.95% | 29 |
|
|
2020
Q2 | $1.29M | Buy |
46,612
+6,114
| +15% | +$169K | 0.93% | 32 |
|
|
2020
Q1 | $970K | Buy |
40,498
+7,270
| +22% | +$174K | 0.76% | 43 |
|
|
2019
Q4 | $1.04M | Buy |
33,228
+5,287
| +19% | +$166K | 0.62% | 58 |
|
|
2019
Q3 | $797K | Buy |
27,941
+10,366
| +59% | +$296K | 0.54% | 63 |
|
|
2019
Q2 | $524K | Buy |
+17,575
| New | +$524K | 0.35% | 73 |
|