McClarren Financial Advisors’s State Street 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
2026 Q1	$835K	Buy	18,283 +15,321	+517%	+$719K	0.49%	37
2025 Q4	$812K	Sell	2,962 -13,952	-82%	-$610K	0.48%	38
2025 Q3	$802K	Sell	16,914 -1,969	-10%	-$81.6K	0.49%	39
2025 Q2	$765K	Buy	18,883 +1,794	+10%	+$68.8K	0.5%	41
2025 Q1	$687K	Sell	17,089 -1,779	-9%	-$64.3K	0.45%	39
2024 Q4	$643K	Buy	18,868 +1,695	+10%	+$60.7K	1.8%	9
2024 Q3	$4.29K	Buy	17,173 +16,261	+1,783%	+$587K	0.54%	20
2024 Q2	$666K	Sell	912 -19,264	-95%	-$685K	0.47%	40
2024 Q1	$724K	Sell	20,176 -154	-0.8%	-$5.29K	0.52%	37
2023 Q4	$691K	Buy	20,330 +210	+1%	+$6.67K	0.53%	33
2023 Q3	$622K	Sell	20,120 -3	-0%	-$97	0.54%	30
2023 Q2	$654K	Buy	20,123 +491	+3%	+$16K	0.54%	31
2023 Q1	$614K	Sell	19,632 -217	-1%	-$6.85K	0.56%	30
2022 Q4	$589K	Sell	19,849 -9	-0%	-$258	0.56%	30
2022 Q3	$512K	Buy	+19,858	New	+$573K	0.51%	30
2022 Q2	–	Sell	-22,975	Closed	-$787K	–	230
2022 Q1	$787K	Sell	22,975 -115	-0.5%	-$3.99K	0.57%	27
2021 Q4	$842K	Buy	23,090 +186	+0.8%	+$6.84K	0.57%	27
2021 Q3	$829K	Sell	22,904 -1,611	-7%	-$59.8K	0.65%	23
2021 Q2	$900K	Sell	24,515 -708	-3%	-$26.3K	0.73%	22
2021 Q1	$891K	Sell	25,223 -181	-0.7%	-$6.34K	0.8%	22
2020 Q4	$857K	Buy	+25,404	New	+$801K	0.82%	21