PPWM
PFG Private 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 | – | Sell |
-1,084
| Closed | -$39.5K | – | 221 |
|
|
2025
Q1 | $39.5K | Hold |
1,084
| – | – | 0.02% | 99 |
|
|
2024
Q4 | $37K | Sell |
1,084
-89
| -8% | -$3.04K | 0.02% | 102 |
|
|
2024
Q3 | $44.1K | Hold |
1,173
| – | – | 0.03% | 98 |
|
|
2024
Q2 | $41.1K | Hold |
1,173
| – | – | 0.03% | 100 |
|
|
2024
Q1 | $42K | Hold |
1,173
| – | – | 0.03% | 95 |
|
|
2023
Q4 | $39.9K | Hold |
1,173
| – | – | 0.03% | 87 |
|
|
2023
Q3 | $36.4K | Hold |
1,173
| – | – | 0.03% | 109 |
|
|
2023
Q2 | $38.2K | Hold |
1,173
| – | – | 0.02% | 158 |
|
|
2023
Q1 | $37.7K | Sell |
1,173
-116
| -9% | -$3.73K | 0.02% | 157 |
|
|
2022
Q4 | $38K | Hold |
1,289
| – | – | 0.02% | 153 |
|
|
2022
Q3 | $33K | Sell |
1,289
-41
| -3% | -$1.05K | 0.02% | 149 |
|
|
2022
Q2 | $38K | Sell |
1,330
-737
| -36% | -$21.1K | 0.02% | 162 |
|
|
2022
Q1 | $71K | Sell |
2,067
-1,057
| -34% | -$36.3K | 0.04% | 144 |
|
|
2021
Q4 | $114K | Sell |
3,124
-147,722
| -98% | -$5.39M | 0.06% | 76 |
|
|
2021
Q3 | $5.46M | Buy |
150,846
+10,502
| +7% | +$380K | 3.2% | 14 |
|
|
2021
Q2 | $5.16M | Buy |
140,344
+113
| +0.1% | +$4.16K | 3.35% | 14 |
|
|
2021
Q1 | $4.96M | Buy |
140,231
+5,746
| +4% | +$203K | 3.41% | 14 |
|
|
2020
Q4 | $4.54M | Buy |
134,485
+7,716
| +6% | +$260K | 3.48% | 14 |
|
|
2020
Q3 | $3.71M | Sell |
126,769
-601
| -0.5% | -$17.6K | 3.23% | 15 |
|
|
2020
Q2 | $3.52M | Buy |
127,370
+2,604
| +2% | +$71.9K | 3.31% | 14 |
|
|
2020
Q1 | $2.99M | Buy |
124,766
+21,248
| +21% | +$509K | 3.22% | 15 |
|
|
2019
Q4 | $3.25M | Buy |
+103,518
| New | +$3.25M | 2.9% | 14 |
|