New England Capital Financial Advisors’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 | $8.9M | Buy |
219,751
+7,022
| +3% | +$284K | 4.07% | 8 |
|
|
2025
Q1 | $7.75M | Sell |
212,729
-15,965
| -7% | -$581K | 3.94% | 8 |
|
|
2024
Q4 | $7.81M | Buy |
228,694
+12,214
| +6% | +$417K | 3.81% | 8 |
|
|
2024
Q3 | $8.13M | Buy |
216,480
+3,682
| +2% | +$138K | 4.22% | 7 |
|
|
2024
Q2 | $7.46M | Buy |
212,798
+3,519
| +2% | +$123K | 4.17% | 7 |
|
|
2024
Q1 | $7.5M | Buy |
209,279
+6,053
| +3% | +$217K | 4.23% | 7 |
|
|
2023
Q4 | $6.91M | Buy |
203,226
+15,827
| +8% | +$538K | 4.15% | 7 |
|
|
2023
Q3 | $5.81M | Buy |
187,399
+7,766
| +4% | +$241K | 4% | 6 |
|
|
2023
Q2 | $5.85M | Buy |
179,633
+31,670
| +21% | +$1.03M | 3.86% | 6 |
|
|
2023
Q1 | $4.75M | Buy |
147,963
+8,698
| +6% | +$279K | 3.36% | 6 |
|
|
2022
Q4 | $4.47M | Buy |
+139,265
| New | +$4.47M | 3.17% | 6 |
|