RWM
Reston 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 | $36.7M | Buy |
907,233
+119,884
| +15% | +$4.85M | 12.87% | 3 |
|
|
2025
Q1 | $28.7M | Buy |
787,349
+8,595
| +1% | +$313K | 11.59% | 3 |
|
|
2024
Q4 | $26.6M | Buy |
778,754
+27,301
| +4% | +$932K | 9.88% | 4 |
|
|
2024
Q3 | $28.2M | Buy |
751,453
+11,707
| +2% | +$440K | 10.22% | 3 |
|
|
2024
Q2 | $26M | Buy |
739,746
+20,361
| +3% | +$714K | 10.38% | 4 |
|
|
2024
Q1 | $25.8M | Sell |
719,385
-6,153
| -0.8% | -$221K | 10.47% | 4 |
|
|
2023
Q4 | $24.7M | Buy |
725,538
+16,776
| +2% | +$571K | 11.29% | 4 |
|
|
2023
Q3 | $22M | Sell |
708,762
-131,816
| -16% | -$4.09M | 11.1% | 4 |
|
|
2023
Q2 | $27.4M | Buy |
840,578
+14,834
| +2% | +$483K | 13.02% | 3 |
|
|
2023
Q1 | $26.5M | Buy |
825,744
+2,041
| +0.2% | +$65.6K | 13.87% | 2 |
|
|
2022
Q4 | $24.5M | Buy |
823,703
+58,285
| +8% | +$1.73M | 13.51% | 2 |
|
|
2022
Q3 | $19.7M | Buy |
765,418
+30,782
| +4% | +$794K | 11.76% | 4 |
|
|
2022
Q2 | $21.2M | Buy |
734,636
+1,542
| +0.2% | +$44.5K | 11.8% | 4 |
|
|
2022
Q1 | $25.1M | Buy |
733,094
+3,540
| +0.5% | +$121K | 12.89% | 4 |
|
|
2021
Q4 | $26.6M | Buy |
729,554
+14,268
| +2% | +$520K | 12.91% | 4 |
|
|
2021
Q3 | $25.9M | Sell |
715,286
-16,173
| -2% | -$586K | 13.49% | 4 |
|
|
2021
Q2 | $26.9M | Sell |
731,459
-177,523
| -20% | -$6.53M | 13.46% | 4 |
|
|
2021
Q1 | $32.1M | Buy |
908,982
+2,776
| +0.3% | +$98.2K | 16.84% | 3 |
|
|
2020
Q4 | $30.6M | Buy |
906,206
+17,554
| +2% | +$592K | 17.37% | 3 |
|
|
2020
Q3 | $26M | Buy |
888,652
+19,092
| +2% | +$559K | 16.72% | 3 |
|
|
2020
Q2 | $24M | Sell |
869,560
-14,224
| -2% | -$393K | 16.51% | 3 |
|
|
2020
Q1 | $21.2M | Buy |
883,784
+869,641
| +6,149% | +$20.8M | 16.99% | 2 |
|
|
2019
Q4 | $443K | Buy |
+14,143
| New | +$443K | 0.35% | 27 |
|