PWA
Peterson Wealth Advisors’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 | $64.6M | Buy |
1,595,482
+30,424
| +2% | +$1.23M | 10.66% | 2 |
|
|
2025
Q1 | $51.4M | Sell |
1,565,058
-11,800
| -0.7% | -$388K | 9.93% | 2 |
|
|
2024
Q4 | $54M | Sell |
1,576,858
-15,663
| -1% | -$537K | 9.74% | 2 |
|
|
2024
Q3 | $59.8M | Buy |
1,592,521
+45,653
| +3% | +$1.71M | 11.3% | 2 |
|
|
2024
Q2 | $54.3M | Buy |
1,546,868
+41,673
| +3% | +$1.46M | 11.38% | 2 |
|
|
2024
Q1 | $53.9M | Buy |
1,505,195
+9,820
| +0.7% | +$352K | 11.46% | 2 |
|
|
2023
Q4 | $50.9M | Buy |
1,495,375
+51,930
| +4% | +$1.77M | 12.07% | 2 |
|
|
2023
Q3 | $44.8M | Buy |
1,443,445
+52,170
| +4% | +$1.62M | 12.03% | 2 |
|
|
2023
Q2 | $45.4M | Buy |
1,391,275
+3,509
| +0.3% | +$114K | 12% | 2 |
|
|
2023
Q1 | $44.6M | Buy |
1,387,766
+48,461
| +4% | +$1.56M | 12.27% | 2 |
|
|
2022
Q4 | $39.8M | Buy |
1,339,305
+64,863
| +5% | +$1.93M | 12% | 2 |
|
|
2022
Q3 | $32.9M | Buy |
1,274,442
+30,709
| +2% | +$792K | 11.04% | 2 |
|
|
2022
Q2 | $35.9M | Buy |
1,243,733
+83,541
| +7% | +$2.41M | 11.84% | 2 |
|
|
2022
Q1 | $39.8M | Buy |
1,160,192
+73,701
| +7% | +$2.53M | 11.77% | 2 |
|
|
2021
Q4 | $39.6M | Buy |
1,086,491
+112,066
| +12% | +$4.09M | 11.43% | 2 |
|
|
2021
Q3 | $35.3M | Buy |
974,425
+885,735
| +999% | +$32.1M | 11.66% | 2 |
|
|
2021
Q2 | $3.26M | Buy |
88,690
+3,902
| +5% | +$144K | 1.16% | 14 |
|
|
2021
Q1 | $3M | Buy |
84,788
+5,081
| +6% | +$180K | 1.22% | 14 |
|
|
2020
Q4 | $2.69M | Buy |
79,707
+4,576
| +6% | +$154K | 1.18% | 14 |
|
|
2020
Q3 | $2.2M | Buy |
75,131
+9,119
| +14% | +$267K | 1.13% | 14 |
|
|
2020
Q2 | $1.82M | Buy |
66,012
+791
| +1% | +$21.8K | 0.97% | 15 |
|
|
2020
Q1 | $1.56M | Buy |
65,221
+18,677
| +40% | +$447K | 1.01% | 15 |
|
|
2019
Q4 | $1.46M | Buy |
46,544
+2,937
| +7% | +$92.1K | 0.83% | 15 |
|
|
2019
Q3 | $1.28M | Buy |
43,607
+3,496
| +9% | +$103K | 0.78% | 16 |
|
|
2019
Q2 | $1.19M | Buy |
40,111
+3,022
| +8% | +$89.4K | 0.75% | 16 |
|
|
2019
Q1 | $1.11M | Buy |
37,089
+3,598
| +11% | +$108K | 0.74% | 16 |
|
|
2018
Q4 | $886K | Buy |
33,491
+2,625
| +9% | +$69.4K | 0.7% | 17 |
|
|
2018
Q3 | $950K | Buy |
30,866
+2,489
| +9% | +$76.6K | 0.69% | 19 |
|
|
2018
Q2 | $863K | Buy |
28,377
+2,927
| +12% | +$89K | 0.7% | 19 |
|
|
2018
Q1 | $800K | Buy |
+25,450
| New | +$800K | 0.66% | 20 |
|