Rockwood Wealth Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
5,636
-699
-11% -$28.3K 0.02% 91
2025
Q1
$231K Buy
+6,335
New +$231K 0.02% 86
2024
Q1
Sell
-6,335
Closed -$215K 84
2023
Q4
$215K Sell
6,335
-433
-6% -$14.7K 0.03% 71
2023
Q3
$210K Sell
6,768
-3,303
-33% -$102K 0.04% 63
2023
Q2
$328K Sell
10,071
-146
-1% -$4.75K 0.06% 56
2023
Q1
$328K Sell
10,217
-638
-6% -$20.5K 0.06% 51
2022
Q4
$322K Sell
10,855
-296
-3% -$8.79K 0.08% 51
2022
Q3
$288K Sell
11,151
-1,738
-13% -$44.8K 0.09% 53
2022
Q2
$372K Sell
12,889
-5,318
-29% -$153K 0.17% 47
2022
Q1
$624K Sell
18,207
-3,285
-15% -$113K 0.3% 35
2021
Q4
$784K Buy
+21,492
New +$784K 0.35% 31