LIA
LBMC Investment Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Buy |
117,593
+12,425
| +12% | +$503K | 0.34% | 41 |
|
|
2025
Q1 | $3.83M | Sell |
105,168
-2,065
| -2% | -$75.2K | 0.3% | 43 |
|
|
2024
Q4 | $3.66M | Buy |
107,233
+1,468
| +1% | +$50.1K | 0.29% | 44 |
|
|
2024
Q3 | $3.97M | Sell |
105,765
-2,025
| -2% | -$76.1K | 0.31% | 42 |
|
|
2024
Q2 | $3.78M | Buy |
107,790
+1,181
| +1% | +$41.4K | 0.33% | 39 |
|
|
2024
Q1 | $3.82M | Buy |
106,609
+45,952
| +76% | +$1.65M | 0.33% | 35 |
|
|
2023
Q4 | $2.06M | Buy |
60,657
+30,478
| +101% | +$1.04M | 0.2% | 41 |
|
|
2023
Q3 | $910K | Hold |
30,179
| – | – | 0.1% | 60 |
|
|
2023
Q2 | $982K | Buy |
30,179
+4,751
| +19% | +$155K | 0.1% | 59 |
|
|
2023
Q1 | $817K | Hold |
25,428
| – | – | 0.08% | 70 |
|
|
2022
Q4 | $755K | Buy |
25,428
+288
| +1% | +$8.55K | 0.08% | 69 |
|
|
2022
Q3 | $649K | Buy |
+25,140
| New | +$649K | 0.07% | 66 |
|