PMFA
Plante Moran Financial 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 | $14M | Buy |
346,673
+9,177
| +3% | +$372K | 0.99% | 9 |
|
|
2025
Q1 | $12.3M | Sell |
337,496
-59,438
| -15% | -$2.16M | 1.06% | 9 |
|
|
2024
Q4 | $13.5M | Sell |
396,934
-24,028
| -6% | -$820K | 1.13% | 9 |
|
|
2024
Q3 | $15.8M | Sell |
420,962
-20,471
| -5% | -$769K | 1.35% | 9 |
|
|
2024
Q2 | $15.5M | Sell |
441,433
-62,939
| -12% | -$2.21M | 1.55% | 8 |
|
|
2024
Q1 | $18.1M | Sell |
504,372
-12,969
| -3% | -$465K | 1.94% | 6 |
|
|
2023
Q4 | $17.6M | Buy |
517,341
+1,680
| +0.3% | +$57.1K | 1.84% | 10 |
|
|
2023
Q3 | $16M | Buy |
515,661
+10,040
| +2% | +$311K | 1.92% | 10 |
|
|
2023
Q2 | $16.5M | Sell |
505,621
-18,740
| -4% | -$610K | 1.95% | 10 |
|
|
2023
Q1 | $16.8M | Sell |
524,361
-57,422
| -10% | -$1.84M | 2.3% | 9 |
|
|
2022
Q4 | $17.3M | Buy |
581,783
+115,731
| +25% | +$3.44M | 2.51% | 9 |
|
|
2022
Q3 | $12M | Buy |
466,052
+212,346
| +84% | +$5.48M | 2.06% | 10 |
|
|
2022
Q2 | $7.32M | Sell |
253,706
-5,679
| -2% | -$164K | 1.22% | 11 |
|
|
2022
Q1 | $8.89M | Buy |
259,385
+234,976
| +963% | +$8.06M | 1.66% | 9 |
|
|
2021
Q4 | $890K | Buy |
+24,409
| New | +$890K | 0.15% | 59 |
|
|
2018
Q4 | – | Sell |
-876
| Closed | -$27K | – | 956 |
|
|
2018
Q3 | $27K | Buy |
+876
| New | +$27K | 0.01% | 397 |
|