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