MHWM
Montz Harcus 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 | $8.66M | Buy |
213,902
+28,173
| +15% | +$1.14M | 4.18% | 8 |
|
|
2025
Q1 | $6.76M | Buy |
185,729
+16,473
| +10% | +$600K | 3.7% | 10 |
|
|
2024
Q4 | $5.78M | Buy |
169,256
+11,546
| +7% | +$394K | 3.23% | 10 |
|
|
2024
Q3 | $5.92M | Buy |
157,710
+11,052
| +8% | +$415K | 3.46% | 10 |
|
|
2024
Q2 | $5.14M | Buy |
146,658
+3,567
| +2% | +$125K | 3.34% | 11 |
|
|
2024
Q1 | $5.13M | Buy |
143,091
+13,629
| +11% | +$488K | 3.47% | 11 |
|
|
2023
Q4 | $4.4M | Buy |
129,462
+11,179
| +9% | +$380K | 3.36% | 11 |
|
|
2023
Q3 | $3.67M | Buy |
118,283
+1,455
| +1% | +$45.1K | 3.13% | 11 |
|
|
2023
Q2 | $3.8M | Buy |
116,828
+7,867
| +7% | +$256K | 3.15% | 11 |
|
|
2023
Q1 | $3.5M | Buy |
108,961
+3,153
| +3% | +$101K | 3.23% | 10 |
|
|
2022
Q4 | $3.14M | Buy |
105,808
+10,024
| +10% | +$298K | 3.11% | 11 |
|
|
2022
Q3 | $2.47M | Buy |
95,784
+3,885
| +4% | +$100K | 2.72% | 12 |
|
|
2022
Q2 | $2.65M | Buy |
91,899
+5,796
| +7% | +$167K | 2.79% | 11 |
|
|
2022
Q1 | $2.95M | Buy |
86,103
+8,484
| +11% | +$291K | 2.65% | 12 |
|
|
2021
Q4 | $2.83M | Buy |
+77,619
| New | +$2.83M | 2.48% | 13 |
|