LWM Advisory Services’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Sell |
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|
2025
Q1 | $870K | Sell |
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|
2024
Q4 | $850K | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $759K | Buy |
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|
2022
Q3 | $578K | Buy |
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|
2022
Q2 | $457K | Buy |
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|
2022
Q1 | $537K | Sell |
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|
2021
Q4 | $576K | Buy |
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