Montis Financial’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	$2.22M	Buy	54,723 +756	+1%	+$30.6K	0.62%	29
2025 Q1	$1.96M	Sell	53,967 -898	-2%	-$32.7K	0.58%	29
2024 Q4	$1.87M	Sell	54,865 -142	-0.3%	-$4.85K	0.58%	32
2024 Q3	$2.07M	Buy	+55,007	New	+$2.07M	0.73%	24