PFA
Pinnacle Family 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 | $3.1M | Buy |
76,578
+18,697
| +32% | +$757K | 1.51% | 15 |
|
|
2025
Q1 | $2.11M | Buy |
57,881
+45,962
| +386% | +$1.67M | 1.15% | 23 |
|
|
2024
Q4 | $407K | Buy |
11,919
+99
| +0.8% | +$3.38K | 0.2% | 81 |
|
|
2024
Q3 | $444K | Sell |
11,820
-28
| -0.2% | -$1.05K | 0.23% | 79 |
|
|
2024
Q2 | $416K | Sell |
11,848
-793
| -6% | -$27.8K | 0.23% | 71 |
|
|
2024
Q1 | $453K | Buy |
12,641
+12
| +0.1% | +$430 | 0.24% | 63 |
|
|
2023
Q4 | $430K | Sell |
12,629
-119
| -0.9% | -$4.05K | 0.25% | 61 |
|
|
2023
Q3 | $395K | Sell |
12,748
-112
| -0.9% | -$3.47K | 0.23% | 58 |
|
|
2023
Q2 | $418K | Sell |
12,860
-510
| -4% | -$16.6K | 0.23% | 71 |
|
|
2023
Q1 | $429K | Sell |
13,370
-562
| -4% | -$18.1K | 0.26% | 69 |
|
|
2022
Q4 | $414K | Sell |
13,932
-208
| -1% | -$6.18K | 0.3% | 59 |
|
|
2022
Q3 | $365K | Sell |
14,140
-419
| -3% | -$10.8K | 0.32% | 53 |
|
|
2022
Q2 | $420K | Sell |
14,559
-14,160
| -49% | -$408K | 0.34% | 58 |
|
|
2022
Q1 | $984K | Sell |
28,719
-567
| -2% | -$19.4K | 0.52% | 31 |
|
|
2021
Q4 | $1.07M | Buy |
29,286
+11,573
| +65% | +$422K | 0.48% | 37 |
|
|
2021
Q3 | $641K | Buy |
17,713
+4,578
| +35% | +$166K | 0.29% | 58 |
|
|
2021
Q2 | $483K | Sell |
13,135
-656
| -5% | -$24.1K | 0.21% | 71 |
|
|
2021
Q1 | $488K | Sell |
13,791
-856
| -6% | -$30.3K | 0.26% | 64 |
|
|
2020
Q4 | $494K | Buy |
+14,647
| New | +$494K | 0.3% | 64 |
|