SSWG
Seven Springs Wealth 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 | $7.3M | Sell |
180,370
-660
| -0.4% | -$26.7K | 1.81% | 11 |
|
|
2025
Q1 | $6.59M | Sell |
181,030
-16,612
| -8% | -$605K | 2.35% | 9 |
|
|
2024
Q4 | $6.75M | Sell |
197,642
-29,246
| -13% | -$998K | 2.51% | 9 |
|
|
2024
Q3 | $8.52M | Sell |
226,888
-866
| -0.4% | -$32.5K | 3.1% | 8 |
|
|
2024
Q2 | $7.99M | Sell |
227,754
-3,164
| -1% | -$111K | 3.12% | 8 |
|
|
2024
Q1 | $8.28M | Sell |
230,918
-2,424
| -1% | -$86.9K | 3.18% | 9 |
|
|
2023
Q4 | $7.94M | Sell |
233,342
-4,065
| -2% | -$138K | 3.58% | 7 |
|
|
2023
Q3 | $7.36M | Sell |
237,407
-156
| -0.1% | -$4.84K | 3.53% | 6 |
|
|
2023
Q2 | $7.73M | Sell |
237,563
-7,985
| -3% | -$260K | 3.67% | 4 |
|
|
2023
Q1 | $7.89M | Sell |
245,548
-6,818
| -3% | -$219K | 3.9% | 5 |
|
|
2022
Q4 | $7.49M | Sell |
252,366
-5,448
| -2% | -$162K | 3.62% | 5 |
|
|
2022
Q3 | $6.65M | Sell |
257,814
-8,864
| -3% | -$229K | 3.62% | 5 |
|
|
2022
Q2 | $7.69M | Hold |
266,678
| – | – | 3.85% | 4 |
|
|
2022
Q1 | $9.14M | Hold |
266,678
| – | – | 4.33% | 4 |
|
|
2021
Q4 | $9.73M | Sell |
266,678
-536
| -0.2% | -$19.6K | 4.44% | 5 |
|
|
2021
Q3 | $9.68M | Sell |
267,214
-619
| -0.2% | -$22.4K | 4.74% | 6 |
|
|
2021
Q2 | $9.85M | Sell |
267,833
-305
| -0.1% | -$11.2K | 4.27% | 7 |
|
|
2021
Q1 | $9.48M | Sell |
268,138
-653
| -0.2% | -$23.1K | 4.47% | 7 |
|
|
2020
Q4 | $9.07M | Sell |
268,791
-1,600
| -0.6% | -$54K | 4.69% | 7 |
|
|
2020
Q3 | $7.91M | Sell |
270,391
-3,932
| -1% | -$115K | 4.97% | 7 |
|
|
2020
Q2 | $7.58M | Sell |
274,323
-11,408
| -4% | -$315K | 4.83% | 7 |
|
|
2020
Q1 | $6.84M | Buy |
+285,731
| New | +$6.84M | 4.82% | 7 |
|