SDWMA
Schneider Downs Wealth Management Advisors’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 | $68M | Buy |
1,678,854
+102,590
| +7% | +$4.15M | 10.16% | 1 |
|
|
2025
Q1 | $57.4M | Buy |
1,576,264
+109,102
| +7% | +$3.97M | 10.4% | 2 |
|
|
2024
Q4 | $50.1M | Buy |
1,467,162
+109,349
| +8% | +$3.73M | 9.42% | 2 |
|
|
2024
Q3 | $51M | Buy |
1,357,813
+46,732
| +4% | +$1.76M | 10.44% | 2 |
|
|
2024
Q2 | $46M | Buy |
1,311,081
+33,821
| +3% | +$1.19M | 10.23% | 2 |
|
|
2024
Q1 | $45.8M | Buy |
1,277,260
+104,918
| +9% | +$3.76M | 10.55% | 1 |
|
|
2023
Q4 | $39.9M | Buy |
1,172,342
+152,269
| +15% | +$5.18M | 10.37% | 1 |
|
|
2023
Q3 | $31.6M | Buy |
1,020,073
+199,924
| +24% | +$6.2M | 7.33% | 3 |
|
|
2023
Q2 | $26.7M | Buy |
820,149
+166,196
| +25% | +$5.41M | 6.1% | 3 |
|
|
2023
Q1 | $21M | Buy |
653,953
+45,157
| +7% | +$1.45M | 4.31% | 4 |
|
|
2022
Q4 | $18.1M | Buy |
608,796
+328,961
| +118% | +$9.77M | 3.96% | 4 |
|
|
2022
Q3 | $7.22M | Sell |
279,835
-46,281
| -14% | -$1.19M | 2.12% | 9 |
|
|
2022
Q2 | $9.41M | Buy |
326,116
+122,821
| +60% | +$3.54M | 2.63% | 9 |
|
|
2022
Q1 | $6.97M | Buy |
203,295
+31,118
| +18% | +$1.07M | 1.78% | 12 |
|
|
2021
Q4 | $6.28M | Buy |
172,177
+17,926
| +12% | +$654K | 1.5% | 14 |
|
|
2021
Q3 | $5.59M | Buy |
154,251
+4,995
| +3% | +$181K | 1.44% | 13 |
|
|
2021
Q2 | $5.49M | Buy |
149,256
+8,291
| +6% | +$305K | 1.42% | 12 |
|
|
2021
Q1 | $4.99M | Buy |
140,965
+5,343
| +4% | +$189K | 1.22% | 13 |
|
|
2020
Q4 | $4.58M | Buy |
135,622
+211
| +0.2% | +$7.12K | 1.27% | 13 |
|
|
2020
Q3 | $3.96M | Sell |
135,411
-15,024
| -10% | -$440K | 1.33% | 13 |
|
|
2020
Q2 | $4.16M | Sell |
150,435
-642,846
| -81% | -$17.8M | 1.42% | 12 |
|
|
2020
Q1 | $19M | Buy |
+793,281
| New | +$19M | 6.96% | 2 |
|