MFA
Morling Financial Advisors’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 | $118K | Sell |
2,912
-14
| -0.5% | -$567 | 0.04% | 78 |
|
|
2025
Q1 | $107K | Sell |
2,926
-119
| -4% | -$4.33K | 0.04% | 89 |
|
|
2024
Q4 | $104K | Hold |
3,045
| – | – | 0.04% | 84 |
|
|
2024
Q3 | $114K | Hold |
3,045
| – | – | 0.04% | 77 |
|
|
2024
Q2 | $107K | Sell |
3,045
-23,924
| -89% | -$839K | 0.05% | 69 |
|
|
2024
Q1 | $967K | Sell |
26,969
-237
| -0.9% | -$8.49K | 0.55% | 26 |
|
|
2023
Q4 | $925K | Hold |
27,206
| – | – | 0.75% | 23 |
|
|
2023
Q3 | $844K | Hold |
27,206
| – | – | 0.84% | 23 |
|
|
2023
Q2 | $885K | Sell |
27,206
-66
| -0.2% | -$2.15K | 0.85% | 25 |
|
|
2023
Q1 | $876K | Hold |
27,272
| – | – | 0.94% | 22 |
|
|
2022
Q4 | $810K | Sell |
27,272
-51
| -0.2% | -$1.51K | 1.03% | 23 |
|
|
2022
Q3 | $705K | Sell |
27,323
-8
| -0% | -$206 | 0.96% | 24 |
|
|
2022
Q2 | $788K | Hold |
27,331
| – | – | 1.03% | 23 |
|
|
2022
Q1 | $937K | Buy |
27,331
+23,887
| +694% | +$819K | 1.18% | 19 |
|
|
2021
Q4 | $126K | Buy |
+3,444
| New | +$126K | 0.12% | 51 |
|