OneDigital Investment 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 | $3.27M | Buy |
80,830
+6,192
| +8% | +$251K | 0.04% | 308 |
|
|
2025
Q1 | $2.72M | Sell |
74,638
-14,557
| -16% | -$530K | 0.03% | 334 |
|
|
2024
Q4 | $3.04M | Buy |
89,195
+6,432
| +8% | +$220K | 0.04% | 329 |
|
|
2024
Q3 | $3.11M | Buy |
82,763
+1,408
| +2% | +$52.9K | 0.04% | 340 |
|
|
2024
Q2 | $2.85M | Sell |
81,355
-160,489
| -66% | -$5.63M | 0.04% | 341 |
|
|
2024
Q1 | $8.67M | Sell |
241,844
-118,078
| -33% | -$4.23M | 0.14% | 142 |
|
|
2023
Q4 | $12.2M | Sell |
359,922
-169,982
| -32% | -$5.78M | 0.21% | 99 |
|
|
2023
Q3 | $16.4M | Sell |
529,904
-128,884
| -20% | -$4M | 0.36% | 60 |
|
|
2023
Q2 | $21.4M | Buy |
658,788
+201,866
| +44% | +$6.57M | 0.47% | 48 |
|
|
2023
Q1 | $14.7M | Buy |
456,922
+3,228
| +0.7% | +$104K | 0.34% | 61 |
|
|
2022
Q4 | $13.5M | Buy |
453,694
+413,501
| +1,029% | +$12.3M | 0.39% | 58 |
|
|
2022
Q3 | $1.04M | Buy |
40,193
+15,994
| +66% | +$413K | 0.04% | 282 |
|
|
2022
Q2 | $698K | Buy |
24,199
+1,842
| +8% | +$53.1K | 0.03% | 337 |
|
|
2022
Q1 | $766K | Buy |
22,357
+3,381
| +18% | +$116K | 0.03% | 334 |
|
|
2021
Q4 | $692K | Buy |
18,976
+305
| +2% | +$11.1K | 0.02% | 336 |
|
|
2021
Q3 | $676K | Buy |
18,671
+234
| +1% | +$8.47K | 0.03% | 344 |
|
|
2021
Q2 | $678K | Buy |
18,437
+1,903
| +12% | +$70K | 0.03% | 330 |
|
|
2021
Q1 | $585K | Buy |
16,534
+612
| +4% | +$21.7K | 0.03% | 348 |
|
|
2020
Q4 | $544K | Buy |
15,922
+7,488
| +89% | +$256K | 0.03% | 330 |
|
|
2020
Q3 | $247K | Sell |
8,434
-112
| -1% | -$3.28K | 0.02% | 482 |
|
|
2020
Q2 | $236K | Buy |
+8,546
| New | +$236K | 0.02% | 497 |
|
|
2020
Q1 | – | Sell |
-7,523
| Closed | -$236K | – | 576 |
|
|
2019
Q4 | $236K | Buy |
7,523
+246
| +3% | +$7.72K | 0.02% | 461 |
|
|
2019
Q3 | $214K | Buy |
7,277
+7,104
| +4,106% | +$209K | 0.02% | 477 |
|
|
2019
Q2 | $5K | Sell |
173
-7,137
| -98% | -$206K | ﹤0.01% | 1037 |
|
|
2019
Q1 | $219K | Sell |
7,310
-1,703
| -19% | -$51K | 0.03% | 271 |
|
|
2018
Q4 | $238K | Buy |
+9,013
| New | +$238K | 0.04% | 234 |
|
|
2018
Q3 | – | Sell |
-4,834
| Closed | -$147K | – | 1200 |
|
|
2018
Q2 | $147K | Buy |
4,834
+4,784
| +9,568% | +$145K | 0.03% | 278 |
|
|
2018
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1257 |
|