Partners in 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 | $11.6M | Buy |
286,814
+72,873
| +34% | +$2.95M | 2.14% | 13 |
|
|
2025
Q1 | $7.79M | Sell |
213,941
-1,324
| -0.6% | -$48.2K | 1.57% | 15 |
|
|
2024
Q4 | $7.35M | Sell |
215,265
-5,293
| -2% | -$181K | 1.5% | 15 |
|
|
2024
Q3 | $8.28M | Sell |
220,558
-11,923
| -5% | -$448K | 1.67% | 15 |
|
|
2024
Q2 | $8.16M | Buy |
232,481
+1,133
| +0.5% | +$39.7K | 1.77% | 15 |
|
|
2024
Q1 | $8.29M | Sell |
231,348
-2,723
| -1% | -$97.6K | 1.85% | 15 |
|
|
2023
Q4 | $7.96M | Sell |
234,071
-2,989
| -1% | -$102K | 1.87% | 14 |
|
|
2023
Q3 | $7.35M | Buy |
237,060
+166
| +0.1% | +$5.15K | 1.89% | 14 |
|
|
2023
Q2 | $7.71M | Buy |
236,894
+1,160
| +0.5% | +$37.7K | 1.96% | 14 |
|
|
2023
Q1 | $7.57M | Sell |
235,734
-1,478
| -0.6% | -$47.5K | 1.99% | 13 |
|
|
2022
Q4 | $7.08M | Buy |
237,212
+50,625
| +27% | +$1.51M | 1.96% | 14 |
|
|
2022
Q3 | $5.57M | Buy |
186,587
+43,461
| +30% | +$1.3M | 1.59% | 13 |
|
|
2022
Q2 | $4.14M | Buy |
143,126
+6,868
| +5% | +$199K | 1.32% | 12 |
|
|
2022
Q1 | $4.46M | Sell |
136,258
-526
| -0.4% | -$17.2K | 1.4% | 12 |
|
|
2021
Q4 | $4.79M | Buy |
136,784
+3,984
| +3% | +$140K | 1.47% | 12 |
|
|
2021
Q3 | $4.81M | Hold |
132,800
| – | – | 1.5% | 12 |
|
|
2021
Q2 | $4.89M | Buy |
+132,800
| New | +$4.89M | 1.53% | 12 |
|