SAG
SageView Advisory Group’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 | $1.08M | Sell |
26,469
-1,548
| -6% | -$62.9K | 0.04% | 232 |
|
|
2025
Q1 | $1.02M | Sell |
28,017
-3,804
| -12% | -$139K | 0.04% | 225 |
|
|
2024
Q4 | $1.09M | Buy |
31,821
+19,613
| +161% | +$669K | 0.05% | 212 |
|
|
2024
Q3 | $459K | Sell |
12,208
-1,348
| -10% | -$50.6K | 0.02% | 315 |
|
|
2024
Q2 | $476K | Buy |
+13,556
| New | +$476K | 0.02% | 348 |
|
|
2024
Q1 | – | Sell |
-37,340
| Closed | -$1.26M | – | 800 |
|
|
2023
Q4 | $1.26M | Sell |
37,340
-9,414
| -20% | -$319K | 0.05% | 216 |
|
|
2023
Q3 | $1.45M | Buy |
46,754
+147
| +0.3% | +$4.56K | 0.08% | 153 |
|
|
2023
Q2 | $1.52M | Buy |
46,607
+12,887
| +38% | +$419K | 0.08% | 154 |
|
|
2023
Q1 | $1.08M | Sell |
33,720
-954
| -3% | -$30.6K | 0.07% | 191 |
|
|
2022
Q4 | $1.03M | Buy |
+34,674
| New | +$1.03M | 0.08% | 150 |
|