RWA Wealth Partners’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 | $7.17M | Buy |
177,098
+23,094
| +15% | +$935K | 0.09% | 127 |
|
2025
Q1 | $5.61M | Sell |
154,004
-22,493
| -13% | -$819K | 0.07% | 141 |
|
2024
Q4 | $6.02M | Buy |
176,497
+26,685
| +18% | +$911K | 0.07% | 141 |
|
2024
Q3 | $5.63M | Buy |
149,812
+8,205
| +6% | +$308K | 0.07% | 143 |
|
2024
Q2 | $4.97M | Buy |
141,607
+9,975
| +8% | +$350K | 0.07% | 143 |
|
2024
Q1 | $4.72M | Buy |
131,632
+22,556
| +21% | +$808K | 0.06% | 154 |
|
2023
Q4 | $3.71M | Buy |
109,076
+80,933
| +288% | +$2.75M | 0.05% | 158 |
|
2023
Q3 | $873K | Buy |
28,143
+8,937
| +47% | +$277K | 0.02% | 203 |
|
2023
Q2 | $625K | Buy |
19,206
+4,250
| +28% | +$138K | 0.01% | 203 |
|
2023
Q1 | $480K | Hold |
14,956
| – | – | 0.01% | 173 |
|
2022
Q4 | $467K | Buy |
14,956
+7,106
| +91% | +$222K | 0.01% | 177 |
|
2022
Q3 | $203K | Buy |
7,850
+41
| +0.5% | +$1.06K | 0.01% | 232 |
|
2022
Q2 | $225K | Sell |
7,809
-1,583
| -17% | -$45.6K | 0.02% | 220 |
|
2022
Q1 | $322K | Hold |
9,392
| – | – | 0.02% | 200 |
|
2021
Q4 | $343K | Hold |
9,392
| – | – | 0.02% | 199 |
|
2021
Q3 | $340K | Hold |
9,392
| – | – | 0.03% | 195 |
|
2021
Q2 | $346K | Buy |
9,392
+1,598
| +21% | +$58.9K | 0.03% | 194 |
|
2021
Q1 | $276K | Sell |
7,794
-468
| -6% | -$16.6K | 0.02% | 208 |
|
2020
Q4 | $279K | Hold |
8,262
| – | – | 0.02% | 198 |
|
2020
Q3 | $242K | Buy |
8,262
+180
| +2% | +$5.27K | 0.03% | 190 |
|
2020
Q2 | $223K | Sell |
8,082
-4,152
| -34% | -$115K | 0.03% | 201 |
|
2020
Q1 | $293K | Sell |
12,234
-14,307
| -54% | -$343K | 0.04% | 163 |
|
2019
Q4 | $832K | Hold |
26,541
| – | – | 0.08% | 129 |
|
2019
Q3 | $779K | Sell |
26,541
-230
| -0.9% | -$6.75K | 0.08% | 136 |
|
2019
Q2 | $792K | Hold |
26,771
| – | – | 0.09% | 134 |
|
2019
Q1 | $782K | Sell |
26,771
-1,294
| -5% | -$37.8K | 0.09% | 132 |
|
2018
Q4 | $742K | Sell |
28,065
-20,633
| -42% | -$546K | 0.1% | 130 |
|
2018
Q3 | $1.5M | Sell |
48,698
-1,366
| -3% | -$42K | 0.17% | 101 |
|
2018
Q2 | $1.52M | Buy |
50,064
+274
| +0.6% | +$8.33K | 0.17% | 111 |
|
2018
Q1 | $1.57M | Hold |
49,790
| – | – | 0.2% | 92 |
|
2017
Q4 | $1.58M | Sell |
49,790
-3,222
| -6% | -$102K | 0.18% | 100 |
|
2017
Q3 | $1.63M | Sell |
53,012
-242
| -0.5% | -$7.42K | 0.18% | 100 |
|
2017
Q2 | $1.55M | Buy |
53,254
+99
| +0.2% | +$2.88K | 0.19% | 87 |
|
2017
Q1 | $1.47M | Buy |
+53,155
| New | +$1.47M | 0.19% | 88 |
|