Meridian Wealth Management’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 | $1.45M | Buy |
35,856
+501
| +1% | +$20.3K | 0.06% | 245 |
|
|
2025
Q1 | $1.29M | Sell |
35,355
-3,314
| -9% | -$121K | 0.06% | 238 |
|
|
2024
Q4 | $1.32M | Buy |
38,669
+2,377
| +7% | +$81.1K | 0.06% | 238 |
|
|
2024
Q3 | $1.36M | Buy |
36,292
+1,546
| +4% | +$58.1K | 0.07% | 228 |
|
|
2024
Q2 | $1.22M | Buy |
+34,746
| New | +$1.22M | 0.15% | 105 |
|
|
2024
Q1 | – | Sell |
-25,017
| Closed | -$851K | – | 482 |
|
|
2023
Q4 | $851K | Buy |
25,017
+4,400
| +21% | +$150K | 0.05% | 287 |
|
|
2023
Q3 | $639K | Buy |
20,617
+1,320
| +7% | +$40.9K | 0.04% | 317 |
|
|
2023
Q2 | $628K | Sell |
19,297
-361
| -2% | -$11.7K | 0.05% | 281 |
|
|
2023
Q1 | $631K | Buy |
19,658
+1,496
| +8% | +$48.1K | 0.06% | 284 |
|
|
2022
Q4 | $539K | Sell |
18,162
-41
| -0.2% | -$1.22K | 0.05% | 295 |
|
|
2022
Q3 | $470K | Sell |
18,203
-947
| -5% | -$24.5K | 0.05% | 287 |
|
|
2022
Q2 | $552K | Buy |
+19,150
| New | +$552K | 0.05% | 331 |
|
|
2019
Q3 | – | Sell |
-1,941
| Closed | -$575 | – | 441 |
|
|
2019
Q2 | $575 | Buy |
+1,941
| New | +$575 | 0.02% | 356 |
|