SFPM
Sensible Financial Planning & 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 | $7.15M | Sell |
176,641
-14,735
| -8% | -$597K | 1.36% | 14 |
|
|
2025
Q1 | $6.97M | Sell |
191,376
-62,440
| -25% | -$2.27M | 1.39% | 16 |
|
|
2024
Q4 | $8.66M | Buy |
253,816
+11,888
| +5% | +$406K | 1.8% | 14 |
|
|
2024
Q3 | $9.09M | Buy |
241,928
+5,531
| +2% | +$208K | 1.79% | 14 |
|
|
2024
Q2 | $8.29M | Buy |
236,397
+38,717
| +20% | +$1.36M | 1.79% | 14 |
|
|
2024
Q1 | $7.09M | Sell |
197,680
-1,088
| -0.5% | -$39K | 1.57% | 14 |
|
|
2023
Q4 | $6.76M | Buy |
198,768
+53,773
| +37% | +$1.83M | 1.59% | 13 |
|
|
2023
Q3 | $4.5M | Buy |
144,995
+449
| +0.3% | +$13.9K | 1.13% | 14 |
|
|
2023
Q2 | $4.7M | Sell |
144,546
-7,112
| -5% | -$231K | 1.1% | 17 |
|
|
2023
Q1 | $4.87M | Sell |
151,658
-1,577
| -1% | -$50.7K | 1.15% | 16 |
|
|
2022
Q4 | $4.55M | Sell |
153,235
-4,848
| -3% | -$144K | 1.13% | 15 |
|
|
2022
Q3 | $4.08M | Buy |
158,083
+15,509
| +11% | +$400K | 1.05% | 15 |
|
|
2022
Q2 | $4.11M | Sell |
142,574
-22,488
| -14% | -$649K | 1.04% | 15 |
|
|
2022
Q1 | $5.66M | Buy |
165,062
+42,044
| +34% | +$1.44M | 1.51% | 13 |
|
|
2021
Q4 | $4.49M | Buy |
123,018
+18,856
| +18% | +$688K | 1.28% | 18 |
|
|
2021
Q3 | $3.77M | Buy |
104,162
+5,410
| +5% | +$196K | 1.23% | 19 |
|
|
2021
Q2 | $3.63M | Sell |
98,752
-1,968
| -2% | -$72.4K | 1.23% | 19 |
|
|
2021
Q1 | $3.56M | Sell |
100,720
-3,302
| -3% | -$117K | 1.31% | 17 |
|
|
2020
Q4 | $3.51M | Buy |
104,022
+17,905
| +21% | +$604K | 1.31% | 15 |
|
|
2020
Q3 | $2.52M | Buy |
86,117
+8,475
| +11% | +$248K | 1.03% | 18 |
|
|
2020
Q2 | $2.14M | Buy |
77,642
+53,457
| +221% | +$1.48M | 0.92% | 20 |
|
|
2020
Q1 | $579K | Buy |
24,185
+1,692
| +8% | +$40.5K | 0.28% | 27 |
|
|
2019
Q4 | $705K | Buy |
22,493
+12,616
| +128% | +$395K | 0.3% | 27 |
|
|
2019
Q3 | $290K | Buy |
+9,877
| New | +$290K | 0.13% | 33 |
|