Sequoia Financial Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Sell |
20,862
-369
| -2% | -$14.9K | 0.01% | 755 |
|
|
2025
Q1 | $773K | Buy |
21,231
+285
| +1% | +$10.4K | 0.01% | 704 |
|
|
2024
Q4 | $715K | Buy |
20,946
+159
| +0.8% | +$5.43K | 0.01% | 680 |
|
|
2024
Q3 | $781K | Buy |
20,787
+1,238
| +6% | +$46.5K | 0.01% | 609 |
|
|
2024
Q2 | $686K | Buy |
19,549
+1,994
| +11% | +$70K | 0.01% | 587 |
|
|
2024
Q1 | $629K | Buy |
17,555
+2,037
| +13% | +$73K | 0.01% | 613 |
|
|
2023
Q4 | $528K | Buy |
15,518
+7,982
| +106% | +$271K | 0.01% | 713 |
|
|
2023
Q3 | $234K | Buy |
7,536
+1,040
| +16% | +$32.3K | ﹤0.01% | 788 |
|
|
2023
Q2 | $211K | Sell |
6,496
-11,864
| -65% | -$386K | ﹤0.01% | 847 |
|
|
2023
Q1 | $590K | Hold |
18,360
| – | – | 0.01% | 420 |
|
|
2022
Q4 | $545K | Buy |
+18,360
| New | +$545K | 0.01% | 408 |
|
|
2022
Q3 | – | Sell |
-7,000
| Closed | -$202K | – | 581 |
|
|
2022
Q2 | $202K | Buy |
+7,000
| New | +$202K | 0.01% | 546 |
|