Oxford Financial 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 | $24.5K | Hold |
606
| – | – | ﹤0.01% | 240 |
|
|
2025
Q1 | $22.1K | Sell |
606
-1,957
| -76% | -$71.3K | ﹤0.01% | 244 |
|
|
2024
Q4 | $87.5K | Buy |
2,563
+1,957
| +323% | +$66.8K | 0.01% | 263 |
|
|
2024
Q3 | $22.8K | Hold |
606
| – | – | ﹤0.01% | 273 |
|
|
2024
Q2 | $21.3K | Hold |
606
| – | – | ﹤0.01% | 299 |
|
|
2024
Q1 | $21.7K | Sell |
606
-45,254
| -99% | -$1.62M | ﹤0.01% | 261 |
|
|
2023
Q4 | $1.56M | Hold |
45,860
| – | – | 0.11% | 60 |
|
|
2023
Q3 | $1.42M | Buy |
+45,860
| New | +$1.42M | 0.12% | 58 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$238 | – | 277 |
|
|
2022
Q4 | $238 | Hold |
8
| – | – | ﹤0.01% | 262 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 267 |
|
|
2022
Q2 | $0 | Sell |
8
-192
| -96% | – | ﹤0.01% | 286 |
|
|
2022
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 250 |
|