SWM
SFG 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 | $319K | Sell |
7,887
-53
| -0.7% | -$2.15K | 0.19% | 64 |
|
|
2025
Q1 | $289K | Sell |
7,940
-1,013
| -11% | -$36.9K | 0.14% | 98 |
|
|
2024
Q4 | $306K | Buy |
8,953
+771
| +9% | +$26.3K | 0.16% | 74 |
|
|
2024
Q3 | $307K | Sell |
8,182
-606
| -7% | -$22.8K | 0.16% | 73 |
|
|
2024
Q2 | $308K | Sell |
8,788
-51
| -0.6% | -$1.79K | 0.18% | 74 |
|
|
2024
Q1 | $317K | Sell |
8,839
-1,651
| -16% | -$59.2K | 0.19% | 72 |
|
|
2023
Q4 | $357K | Sell |
10,490
-415
| -4% | -$14.1K | 0.24% | 62 |
|
|
2023
Q3 | $338K | Sell |
10,905
-3,310
| -23% | -$103K | 0.27% | 62 |
|
|
2023
Q2 | $463K | Sell |
14,215
-1,516
| -10% | -$49.3K | 0.39% | 48 |
|
|
2023
Q1 | $505K | Sell |
15,731
-4,196
| -21% | -$135K | 0.56% | 32 |
|
|
2022
Q4 | $592K | Sell |
19,927
-83,696
| -81% | -$2.48M | 0.73% | 28 |
|
|
2022
Q3 | $2.67M | Buy |
103,623
+4,851
| +5% | +$125K | 3.61% | 6 |
|
|
2022
Q2 | $2.85M | Buy |
98,772
+12,253
| +14% | +$353K | 3.32% | 6 |
|
|
2022
Q1 | $2.97M | Buy |
86,519
+44,763
| +107% | +$1.53M | 2.78% | 10 |
|
|
2021
Q4 | $1.52M | Buy |
+41,756
| New | +$1.52M | 1.35% | 26 |
|