LWM
Lodestone Wealth 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 | $272K | Hold |
6,709
| – | – | 0.13% | 139 |
|
|
2025
Q1 | $244K | Hold |
6,709
| – | – | 0.13% | 137 |
|
|
2024
Q4 | $229K | Hold |
6,709
| – | – | 0.11% | 138 |
|
|
2024
Q3 | $252K | Sell |
6,709
-1,235
| -16% | -$46.4K | 0.13% | 129 |
|
|
2024
Q2 | $279K | Sell |
7,944
-501
| -6% | -$17.6K | 0.15% | 125 |
|
|
2024
Q1 | $303K | Sell |
8,445
-328
| -4% | -$11.8K | 0.16% | 122 |
|
|
2023
Q4 | $298K | Buy |
8,773
+1,015
| +13% | +$34.5K | 0.17% | 120 |
|
|
2023
Q3 | $241K | Sell |
7,758
-57
| -0.7% | -$1.77K | 0.17% | 116 |
|
|
2023
Q2 | $254K | Sell |
7,815
-480
| -6% | -$15.6K | 0.17% | 119 |
|
|
2023
Q1 | $266K | Sell |
8,295
-181
| -2% | -$5.81K | 0.21% | 112 |
|
|
2022
Q4 | $252K | Buy |
+8,476
| New | +$252K | 0.2% | 108 |
|