OLIO Financial Planning’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 | $314K | Sell |
7,758
-224
| -3% | -$9.07K | 0.1% | 51 |
|
|
2025
Q1 | $291K | Buy |
7,982
+542
| +7% | +$19.7K | 0.1% | 49 |
|
|
2024
Q4 | $254K | Sell |
7,440
-404
| -5% | -$13.8K | 0.09% | 56 |
|
|
2024
Q3 | $267K | Hold |
7,844
| – | – | 0.11% | 45 |
|
|
2024
Q2 | $267K | Hold |
7,844
| – | – | 0.11% | 45 |
|
|
2024
Q1 | $267K | Hold |
7,844
| – | – | 0.11% | 45 |
|
|
2023
Q4 | $267K | Sell |
7,844
-215
| -3% | -$7.31K | 0.11% | 45 |
|
|
2023
Q3 | $250K | Buy |
8,059
+1,605
| +25% | +$49.8K | 0.12% | 47 |
|
|
2023
Q2 | $210K | Buy |
+6,454
| New | +$210K | 0.1% | 46 |
|