Larson Financial Group’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 | $4.49M | Buy |
110,830
+6,759
| +6% | +$274K | 0.18% | 114 |
|
|
2025
Q1 | $3.79M | Buy |
104,071
+308
| +0.3% | +$11.2K | 0.18% | 108 |
|
|
2024
Q4 | $3.54M | Sell |
103,763
-10,915
| -10% | -$373K | 0.18% | 99 |
|
|
2024
Q3 | $4.31M | Sell |
114,678
-13,960
| -11% | -$524K | 0.24% | 83 |
|
|
2024
Q2 | $4.51M | Sell |
128,638
-6,389
| -5% | -$224K | 0.31% | 60 |
|
|
2024
Q1 | $4.84M | Sell |
135,027
-9,333
| -6% | -$334K | 0.37% | 51 |
|
|
2023
Q4 | $4.91M | Buy |
144,360
+29,840
| +26% | +$1.01M | 0.43% | 48 |
|
|
2023
Q3 | $3.55M | Sell |
114,520
-2,120
| -2% | -$65.7K | 0.35% | 54 |
|
|
2023
Q2 | $3.8M | Sell |
116,640
-56
| -0% | -$1.82K | 0.38% | 53 |
|
|
2023
Q1 | $3.75M | Buy |
116,696
+3,309
| +3% | +$106K | 0.41% | 48 |
|
|
2022
Q4 | $3.37M | Sell |
113,387
-183,315
| -62% | -$5.44M | 0.4% | 47 |
|
|
2022
Q3 | $7.66M | Sell |
296,702
-5,595
| -2% | -$144K | 1.09% | 20 |
|
|
2022
Q2 | $8.72M | Sell |
302,297
-6,478
| -2% | -$187K | 1.51% | 17 |
|
|
2022
Q1 | $10.6M | Sell |
308,775
-12,165
| -4% | -$417K | 1.69% | 15 |
|
|
2021
Q4 | $11.7M | Buy |
320,940
+47,715
| +17% | +$1.74M | 1.86% | 13 |
|
|
2021
Q3 | $9.89M | Buy |
273,225
+45,586
| +20% | +$1.65M | 1.96% | 13 |
|
|
2021
Q2 | $8.38M | Buy |
227,639
+32,721
| +17% | +$1.2M | 1.95% | 17 |
|
|
2021
Q1 | $6.89M | Buy |
194,918
+15,761
| +9% | +$557K | 2.03% | 16 |
|
|
2020
Q4 | $6.05M | Buy |
179,157
+15,348
| +9% | +$518K | 2.06% | 16 |
|
|
2020
Q3 | $4.79M | Sell |
163,809
-16,026
| -9% | -$469K | 1.97% | 15 |
|
|
2020
Q2 | $4.97M | Buy |
179,835
+80,501
| +81% | +$2.22M | 2.36% | 13 |
|
|
2020
Q1 | $2.38M | Buy |
99,334
+98,526
| +12,194% | +$2.36M | 1.49% | 20 |
|
|
2019
Q4 | $25K | Hold |
808
| – | – | 0.01% | 203 |
|
|
2019
Q3 | $24K | Sell |
808
-848
| -51% | -$25.2K | 0.02% | 201 |
|
|
2019
Q2 | $49K | Hold |
1,656
| – | – | 0.04% | 127 |
|
|
2019
Q1 | $48K | Buy |
1,656
+11
| +0.7% | +$319 | 0.04% | 120 |
|
|
2018
Q4 | $44K | Buy |
+1,645
| New | +$44K | 0.04% | 118 |
|