Optimist Retirement Group’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 | $6.83M | Sell |
168,668
-5,362
| -3% | -$217K | 3.27% | 6 |
|
|
2025
Q1 | $6.34M | Buy |
174,030
+2,090
| +1% | +$76.1K | 3.17% | 6 |
|
|
2024
Q4 | $5.87M | Buy |
171,940
+7,633
| +5% | +$261K | 2.78% | 9 |
|
|
2024
Q3 | $6.17M | Buy |
164,307
+4,760
| +3% | +$179K | 2.79% | 9 |
|
|
2024
Q2 | $5.6M | Buy |
159,547
+1,948
| +1% | +$68.3K | 2.94% | 6 |
|
|
2024
Q1 | $5.65M | Buy |
157,599
+6,109
| +4% | +$219K | 2.9% | 6 |
|
|
2023
Q4 | $5.15M | Buy |
+151,490
| New | +$5.15M | 3.35% | 6 |
|