MBL Wealth’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 | $397K | Buy |
9,800
+350
| +4% | +$14.2K | 0.04% | 161 |
|
|
2025
Q1 | $344K | Buy |
9,450
+100
| +1% | +$3.64K | 0.03% | 164 |
|
|
2024
Q4 | $319K | Hold |
9,350
| – | – | 0.03% | 167 |
|
|
2024
Q3 | $351K | Hold |
9,350
| – | – | 0.04% | 148 |
|
|
2024
Q2 | $328K | Buy |
9,350
+100
| +1% | +$3.51K | 0.04% | 153 |
|
|
2024
Q1 | $332K | Buy |
9,250
+310
| +3% | +$11.1K | 0.04% | 145 |
|
|
2023
Q4 | $304K | Buy |
8,940
+1,235
| +16% | +$42K | 0.04% | 136 |
|
|
2023
Q3 | $239K | Buy |
+7,705
| New | +$239K | 0.03% | 152 |
|