OPWM
Oakwell Private 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 | $248K | Buy |
+6,124
| New | +$248K | 0.06% | 65 |
|
|
2022
Q4 | – | Sell |
-14,388
| Closed | -$371K | – | 62 |
|
|
2022
Q3 | $371K | Buy |
14,388
+1,201
| +9% | +$31K | 0.21% | 44 |
|
|
2022
Q2 | $380K | Sell |
13,187
-7,502
| -36% | -$216K | 0.22% | 45 |
|
|
2022
Q1 | $709K | Hold |
20,689
| – | – | 0.36% | 34 |
|
|
2021
Q4 | $755K | Sell |
20,689
-132
| -0.6% | -$4.82K | 0.38% | 32 |
|
|
2021
Q3 | $754K | Sell |
20,821
-9,109
| -30% | -$330K | 0.41% | 29 |
|
|
2021
Q2 | $1.1M | Sell |
29,930
-1,494
| -5% | -$55K | 0.71% | 24 |
|
|
2021
Q1 | $1.11M | Sell |
31,424
-191
| -0.6% | -$6.75K | 0.79% | 22 |
|
|
2020
Q4 | $1.07M | Buy |
+31,615
| New | +$1.07M | 0.84% | 22 |
|