SWM
Seaside Wealth Management’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 | $1.12M | Buy |
27,559
+345
| +1% | +$14K | 0.36% | 25 |
|
|
2025
Q1 | $991K | Hold |
27,214
| – | – | 0.35% | 22 |
|
|
2024
Q4 | $929K | Buy |
27,214
+283
| +1% | +$9.66K | 0.34% | 22 |
|
|
2024
Q3 | $1.01M | Hold |
26,931
| – | – | 0.38% | 21 |
|
|
2024
Q2 | $945K | Buy |
26,931
+352
| +1% | +$12.3K | 0.39% | 21 |
|
|
2024
Q1 | $953K | Hold |
26,579
| – | – | 0.41% | 20 |
|
|
2023
Q4 | $904K | Sell |
26,579
-2,044
| -7% | -$69.5K | 0.41% | 20 |
|
|
2023
Q3 | $888K | Sell |
28,623
-218
| -0.8% | -$6.76K | 0.45% | 19 |
|
|
2023
Q2 | $938K | Buy |
28,841
+355
| +1% | +$11.6K | 0.49% | 19 |
|
|
2023
Q1 | $914K | Hold |
28,486
| – | – | 0.56% | 19 |
|
|
2022
Q4 | $846K | Buy |
28,486
+1,392
| +5% | +$41.3K | 0.56% | 19 |
|
|
2022
Q3 | $740K | Sell |
27,094
-2,168
| -7% | -$59.2K | 0.51% | 23 |
|
|
2022
Q2 | $890K | Buy |
+29,262
| New | +$890K | 0.67% | 20 |
|