SWMG
Sanchez Wealth Management 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 | $7.74M | Buy |
191,061
+6,486
| +4% | +$263K | 1.87% | 19 |
|
|
2025
Q1 | $6.72M | Buy |
184,575
+8,073
| +5% | +$294K | 1.83% | 19 |
|
|
2024
Q4 | $6.02M | Sell |
176,502
-75,596
| -30% | -$2.58M | 1.65% | 19 |
|
|
2024
Q3 | $9.47M | Sell |
252,098
-45,096
| -15% | -$1.69M | 2.89% | 16 |
|
|
2024
Q2 | $10.4M | Buy |
297,194
+81,143
| +38% | +$2.85M | 3.38% | 13 |
|
|
2024
Q1 | $7.74M | Buy |
216,051
+8,214
| +4% | +$294K | 2.62% | 17 |
|
|
2023
Q4 | $7.07M | Buy |
+207,837
| New | +$7.07M | 2.58% | 16 |
|