McClarren Financial Advisors’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 | $765K | Buy |
18,883
+1,794
| +10% | +$72.6K | 0.5% | 41 |
|
|
2025
Q1 | $687K | Sell |
17,089
-1,779
| -9% | -$71.5K | 0.45% | 39 |
|
|
2024
Q4 | $643K | Buy |
18,868
+1,695
| +10% | +$57.8K | 1.8% | 9 |
|
|
2024
Q3 | $4.29K | Buy |
17,173
+16,261
| +1,783% | +$4.06K | 0.54% | 20 |
|
|
2024
Q2 | $666K | Sell |
912
-19,264
| -95% | -$14.1M | 0.47% | 40 |
|
|
2024
Q1 | $724K | Sell |
20,176
-154
| -0.8% | -$5.53K | 0.52% | 37 |
|
|
2023
Q4 | $691K | Buy |
20,330
+210
| +1% | +$7.14K | 0.53% | 33 |
|
|
2023
Q3 | $622K | Sell |
20,120
-3
| -0% | -$93 | 0.54% | 30 |
|
|
2023
Q2 | $654K | Buy |
20,123
+491
| +3% | +$16K | 0.54% | 31 |
|
|
2023
Q1 | $614K | Sell |
19,632
-217
| -1% | -$6.79K | 0.56% | 30 |
|
|
2022
Q4 | $589K | Sell |
19,849
-9
| -0% | -$267 | 0.56% | 30 |
|
|
2022
Q3 | $512K | Buy |
+19,858
| New | +$512K | 0.51% | 30 |
|
|
2022
Q2 | – | Sell |
-22,975
| Closed | -$787K | – | 230 |
|
|
2022
Q1 | $787K | Sell |
22,975
-115
| -0.5% | -$3.94K | 0.57% | 27 |
|
|
2021
Q4 | $842K | Buy |
23,090
+186
| +0.8% | +$6.78K | 0.57% | 27 |
|
|
2021
Q3 | $829K | Sell |
22,904
-1,611
| -7% | -$58.3K | 0.65% | 23 |
|
|
2021
Q2 | $900K | Sell |
24,515
-708
| -3% | -$26K | 0.73% | 22 |
|
|
2021
Q1 | $891K | Sell |
25,223
-181
| -0.7% | -$6.39K | 0.8% | 22 |
|
|
2020
Q4 | $857K | Buy |
+25,404
| New | +$857K | 0.82% | 21 |
|