PWM
Partnership Wealth Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.68M | Buy |
214,253
+37,857
| +21% | +$1.53M | 7.02% | 3 |
|
|
2025
Q1 | $6.42M | Buy |
176,396
+1,847
| +1% | +$67.2K | 5.45% | 5 |
|
|
2024
Q4 | $5.96M | Buy |
174,549
+37,231
| +27% | +$1.27M | 4.96% | 7 |
|
|
2024
Q3 | $5.16M | Buy |
137,318
+115,340
| +525% | +$4.33M | 3.64% | 7 |
|
|
2024
Q2 | $771K | Buy |
21,978
+2,232
| +11% | +$78.3K | 0.57% | 45 |
|
|
2024
Q1 | $708K | Buy |
19,746
+1,194
| +6% | +$42.8K | 0.5% | 53 |
|
|
2023
Q4 | $625K | Buy |
+18,552
| New | +$625K | 0.47% | 50 |
|