LAM
Lifestyle Asset Management’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 | $6.92M | Buy |
170,991
+20,878
| +14% | +$845K | 3.23% | 8 |
|
2025
Q1 | $5.47M | Sell |
150,113
-20,517
| -12% | -$747K | 3% | 10 |
|
2024
Q4 | $5.82M | Buy |
170,630
+7,366
| +5% | +$251K | 3.17% | 8 |
|
2024
Q3 | $6.13M | Buy |
163,264
+2,296
| +1% | +$86.2K | 3.39% | 7 |
|
2024
Q2 | $5.65M | Sell |
160,968
-6,171
| -4% | -$216K | 3.24% | 8 |
|
2024
Q1 | $5.99M | Sell |
167,139
-1,272
| -0.8% | -$45.6K | 3.54% | 7 |
|
2023
Q4 | $5.73M | Sell |
168,411
-10,815
| -6% | -$368K | 3.18% | 8 |
|
2023
Q3 | $5.56M | Buy |
179,226
+2,289
| +1% | +$71K | 3.37% | 9 |
|
2023
Q2 | $5.76M | Sell |
176,937
-9,000
| -5% | -$293K | 3.46% | 9 |
|
2023
Q1 | $5.97M | Buy |
185,937
+5,631
| +3% | +$181K | 3.99% | 8 |
|
2022
Q4 | $5.35M | Buy |
+180,306
| New | +$5.35M | 4.28% | 6 |
|