OCFG
O'Connor Financial Group’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 | $11.7M | Sell |
288,492
-2,547
| -0.9% | -$104K | 5.17% | 6 |
|
|
2025
Q1 | $10.6M | Buy |
291,039
+11,664
| +4% | +$425K | 5.51% | 4 |
|
|
2024
Q4 | $9.54M | Buy |
279,375
+10,228
| +4% | +$349K | 4.98% | 6 |
|
|
2024
Q3 | $10.1M | Buy |
269,147
+19,538
| +8% | +$734K | 5.31% | 6 |
|
|
2024
Q2 | $8.76M | Buy |
249,609
+4,741
| +2% | +$166K | 5.09% | 6 |
|
|
2024
Q1 | $8.78M | Buy |
244,868
+33,531
| +16% | +$1.2M | 5.23% | 7 |
|
|
2023
Q4 | $7.19M | Buy |
211,337
+18,174
| +9% | +$618K | 4.44% | 7 |
|
|
2023
Q3 | $5.99M | Buy |
193,163
+17,987
| +10% | +$558K | 4.1% | 7 |
|
|
2023
Q2 | $5.7M | Buy |
175,176
+13,638
| +8% | +$444K | 3.93% | 7 |
|
|
2023
Q1 | $5.19M | Buy |
+161,538
| New | +$5.19M | 3.9% | 7 |
|