MWC
MBM Wealth Consultants’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 | $1.23M | Buy |
30,400
+363
| +1% | +$14.7K | 0.33% | 48 |
|
|
2025
Q1 | $1.09M | Buy |
30,037
+1,195
| +4% | +$43.5K | 0.32% | 48 |
|
|
2024
Q4 | $982K | Buy |
28,842
+1,804
| +7% | +$61.4K | 0.29% | 51 |
|
|
2024
Q3 | $1.02M | Buy |
27,038
+785
| +3% | +$29.5K | 0.32% | 50 |
|
|
2024
Q2 | $934K | Buy |
26,253
+2,256
| +9% | +$80.3K | 0.32% | 50 |
|
|
2024
Q1 | $860K | Buy |
23,997
+1,036
| +5% | +$37.1K | 0.3% | 53 |
|
|
2023
Q4 | $779K | Buy |
22,961
+7,275
| +46% | +$247K | 0.29% | 53 |
|
|
2023
Q3 | $482K | Buy |
15,686
+1,190
| +8% | +$36.6K | 0.21% | 57 |
|
|
2023
Q2 | $478K | Buy |
14,496
+3,539
| +32% | +$117K | 0.2% | 57 |
|
|
2023
Q1 | $448K | Hold |
10,957
| – | – | 0.18% | 56 |
|
|
2022
Q4 | $328K | Buy |
10,957
+963
| +10% | +$28.8K | 0.15% | 70 |
|
|
2022
Q3 | $264K | Sell |
9,994
-2,849
| -22% | -$75.3K | 0.13% | 72 |
|
|
2022
Q2 | $371K | Buy |
12,843
+470
| +4% | +$13.6K | 0.18% | 60 |
|
|
2022
Q1 | $424K | Sell |
12,373
-549
| -4% | -$18.8K | 0.18% | 66 |
|
|
2021
Q4 | $471K | Buy |
12,922
+613
| +5% | +$22.3K | 0.2% | 64 |
|
|
2021
Q3 | $446K | Buy |
12,309
+801
| +7% | +$29K | 0.2% | 65 |
|
|
2021
Q2 | $423K | Sell |
11,508
-134
| -1% | -$4.93K | 0.2% | 71 |
|
|
2021
Q1 | $411K | Buy |
11,642
+9
| +0.1% | +$318 | 0.21% | 62 |
|
|
2020
Q4 | $393K | Buy |
11,633
+579
| +5% | +$19.6K | 0.21% | 60 |
|
|
2020
Q3 | $324K | Sell |
11,054
-50
| -0.5% | -$1.47K | 0.21% | 61 |
|
|
2020
Q2 | $307K | Buy |
11,104
+1,265
| +13% | +$35K | 0.22% | 62 |
|
|
2020
Q1 | $235K | Buy |
9,839
+1,692
| +21% | +$40.4K | 0.19% | 73 |
|
|
2019
Q4 | $254K | Buy |
8,147
+639
| +9% | +$19.9K | 0.19% | 78 |
|
|
2019
Q3 | $220K | Buy |
7,508
+786
| +12% | +$23K | 0.17% | 83 |
|
|
2019
Q2 | $199K | Buy |
6,722
+1,050
| +19% | +$31.1K | 0.17% | 83 |
|
|
2019
Q1 | $166K | Buy |
5,672
+1,628
| +40% | +$47.6K | 0.15% | 85 |
|
|
2018
Q4 | $107K | Buy |
+4,044
| New | +$107K | 0.1% | 95 |
|