LAS
LWM Advisory Services’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 | $950K | Sell |
23,473
-429
| -2% | -$17.4K | 0.66% | 31 |
|
|
2025
Q1 | $870K | Sell |
23,902
-1,007
| -4% | -$36.7K | 0.6% | 32 |
|
|
2024
Q4 | $850K | Sell |
24,909
-2,303
| -8% | -$78.6K | 0.59% | 33 |
|
|
2024
Q3 | $1.02M | Sell |
27,212
-4,553
| -14% | -$171K | 0.76% | 28 |
|
|
2024
Q2 | $1.11M | Sell |
31,765
-286
| -0.9% | -$10K | 0.94% | 25 |
|
|
2024
Q1 | $1.15M | Sell |
32,051
-7,738
| -19% | -$277K | 0.92% | 25 |
|
|
2023
Q4 | $1.35M | Buy |
39,789
+1,576
| +4% | +$53.6K | 1.19% | 18 |
|
|
2023
Q3 | $1.18M | Buy |
38,213
+350
| +0.9% | +$10.9K | 1.27% | 17 |
|
|
2023
Q2 | $1.23M | Buy |
37,863
+991
| +3% | +$32.2K | 1.3% | 15 |
|
|
2023
Q1 | $1.18M | Buy |
36,872
+11,297
| +44% | +$363K | 1.26% | 18 |
|
|
2022
Q4 | $759K | Buy |
25,575
+3,155
| +14% | +$93.7K | 0.84% | 24 |
|
|
2022
Q3 | $578K | Buy |
22,420
+6,576
| +42% | +$170K | 0.65% | 43 |
|
|
2022
Q2 | $457K | Buy |
15,844
+175
| +1% | +$5.05K | 0.55% | 56 |
|
|
2022
Q1 | $537K | Sell |
15,669
-107
| -0.7% | -$3.67K | 0.67% | 42 |
|
|
2021
Q4 | $576K | Buy |
+15,776
| New | +$576K | 0.71% | 40 |
|