Life Planning Partners’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 | $3.53M | Hold |
87,061
| – | – | 2.81% | 9 |
|
|
2025
Q1 | $3.17M | Hold |
87,061
| – | – | 2.87% | 9 |
|
|
2024
Q4 | $2.97M | Hold |
87,061
| – | – | 2.75% | 9 |
|
|
2024
Q3 | $3.27M | Hold |
87,061
| – | – | 2.92% | 9 |
|
|
2024
Q2 | $3.05M | Hold |
87,061
| – | – | 2.77% | 9 |
|
|
2024
Q1 | $3.12M | Hold |
87,061
| – | – | 3.11% | 9 |
|
|
2023
Q4 | $2.96M | Buy |
+87,061
| New | +$2.96M | 2.91% | 8 |
|
|
2022
Q3 | $2.25M | Hold |
87,104
| – | – | 2.57% | 11 |
|
|
2022
Q2 | $2.51M | Hold |
87,104
| – | – | 2.82% | 11 |
|
|
2022
Q1 | $2.99M | Buy |
87,104
+3,575
| +4% | +$123K | 3.04% | 9 |
|
|
2021
Q4 | $3.05M | Buy |
+83,529
| New | +$3.05M | 3.07% | 9 |
|