MWM
MGB 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 | $983K | Sell |
24,289
-2,149
| -8% | -$87K | 0.32% | 75 |
|
|
2025
Q1 | $966K | Sell |
26,438
-826
| -3% | -$30.2K | 0.35% | 76 |
|
|
2024
Q4 | $931K | Sell |
27,264
-4,033
| -13% | -$138K | 0.29% | 72 |
|
|
2024
Q3 | $1.18M | Sell |
31,297
-574
| -2% | -$21.6K | 0.43% | 54 |
|
|
2024
Q2 | $1.16M | Buy |
31,871
+969
| +3% | +$35.3K | 0.43% | 59 |
|
|
2024
Q1 | $1.11M | Buy |
30,902
+1,536
| +5% | +$55.1K | 0.45% | 58 |
|
|
2023
Q4 | $999K | Buy |
+29,366
| New | +$999K | 0.5% | 58 |
|