MWM
McNaughton Wealth Management’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 | $1.58M | Buy |
38,902
+248
| +0.6% | +$10K | 0.7% | 41 |
|
|
2025
Q1 | $1.41M | Buy |
38,654
+625
| +2% | +$22.8K | 0.68% | 41 |
|
|
2024
Q4 | $1.3M | Buy |
38,029
+2,632
| +7% | +$89.8K | 0.63% | 38 |
|
|
2024
Q3 | $1.33M | Sell |
35,397
-597
| -2% | -$22.4K | 0.65% | 32 |
|
|
2024
Q2 | $1.26M | Sell |
35,994
-923
| -3% | -$32.4K | 0.67% | 34 |
|
|
2024
Q1 | $1.32M | Sell |
36,917
-2,180
| -6% | -$78.1K | 0.73% | 31 |
|
|
2023
Q4 | $1.33M | Sell |
39,097
-7,487
| -16% | -$255K | 0.79% | 29 |
|
|
2023
Q3 | $1.44M | Sell |
46,584
-66,640
| -59% | -$2.07M | 0.96% | 26 |
|
|
2023
Q2 | $3.68M | Sell |
113,224
-69,749
| -38% | -$2.27M | 2.36% | 13 |
|
|
2023
Q1 | $5.88M | Sell |
182,973
-1,314
| -0.7% | -$42.2K | 3.9% | 9 |
|
|
2022
Q4 | $5.47M | Buy |
184,287
+5,781
| +3% | +$172K | 3.74% | 9 |
|
|
2022
Q3 | $4.61M | Buy |
178,506
+11,395
| +7% | +$294K | 3.38% | 11 |
|
|
2022
Q2 | $4.82M | Buy |
167,111
+3,079
| +2% | +$88.8K | 3.41% | 11 |
|
|
2022
Q1 | $5.62M | Buy |
164,032
+8,529
| +5% | +$292K | 3.66% | 10 |
|
|
2021
Q4 | $5.66M | Buy |
155,503
+4,829
| +3% | +$176K | 3.66% | 10 |
|
|
2021
Q3 | $5.46M | Sell |
150,674
-5,018
| -3% | -$182K | 3.86% | 10 |
|
|
2021
Q2 | $5.73M | Buy |
155,692
+1,966
| +1% | +$72.3K | 4.02% | 9 |
|
|
2021
Q1 | $5.44M | Sell |
153,726
-6,471
| -4% | -$229K | 4.16% | 8 |
|
|
2020
Q4 | $5.41M | Sell |
160,197
-13,744
| -8% | -$464K | 4.33% | 8 |
|
|
2020
Q3 | $5.09M | Sell |
173,941
-19,688
| -10% | -$576K | 4.45% | 7 |
|
|
2020
Q2 | $5.35M | Buy |
193,629
+12,466
| +7% | +$344K | 4.96% | 6 |
|
|
2020
Q1 | $4.34M | Buy |
181,163
+28,107
| +18% | +$673K | 4.63% | 6 |
|
|
2019
Q4 | $4.8M | Buy |
+153,056
| New | +$4.8M | 4.47% | 7 |
|