SSWM
Sheets Smith 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 | $6.17M | Buy |
152,346
+12,794
| +9% | +$518K | 0.72% | 32 |
|
|
2025
Q1 | $5.08M | Buy |
139,552
+9,664
| +7% | +$352K | 0.63% | 43 |
|
|
2024
Q4 | $4.43M | Sell |
129,888
-2,130
| -2% | -$72.7K | 0.54% | 49 |
|
|
2024
Q3 | $4.96M | Sell |
132,018
-35
| -0% | -$1.32K | 0.61% | 42 |
|
|
2024
Q2 | $4.63M | Buy |
132,053
+4,873
| +4% | +$171K | 0.55% | 45 |
|
|
2024
Q1 | $4.56M | Sell |
127,180
-2
| -0% | -$72 | 0.51% | 49 |
|
|
2023
Q4 | $4.33M | Sell |
127,182
-1,179
| -0.9% | -$40.1K | 0.62% | 43 |
|
|
2023
Q3 | $3.98M | Buy |
128,361
+3,215
| +3% | +$99.7K | 0.61% | 43 |
|
|
2023
Q2 | $4.07M | Sell |
125,146
-886
| -0.7% | -$28.8K | 0.6% | 42 |
|
|
2023
Q1 | $4.05M | Buy |
126,032
+242
| +0.2% | +$7.77K | 0.62% | 43 |
|
|
2022
Q4 | $3.73M | Buy |
125,790
+4,719
| +4% | +$140K | 0.58% | 47 |
|
|
2022
Q3 | $3.12M | Buy |
121,071
+1,382
| +1% | +$35.7K | 0.52% | 51 |
|
|
2022
Q2 | $3.45M | Buy |
119,689
+68,827
| +135% | +$1.99M | 0.57% | 48 |
|
|
2022
Q1 | $1.74M | Buy |
50,862
+22,877
| +82% | +$784K | 0.24% | 94 |
|
|
2021
Q4 | $1.02M | Sell |
27,985
-1,274
| -4% | -$46.5K | 0.13% | 151 |
|
|
2021
Q3 | $1.06M | Buy |
29,259
+15
| +0.1% | +$543 | 0.14% | 142 |
|
|
2021
Q2 | $1.08M | Sell |
29,244
-414
| -1% | -$15.2K | 0.15% | 142 |
|
|
2021
Q1 | $1.05M | Buy |
29,658
+828
| +3% | +$29.3K | 0.15% | 138 |
|
|
2020
Q4 | $973K | Buy |
28,830
+6
| +0% | +$202 | 0.15% | 136 |
|
|
2020
Q3 | $843K | Buy |
28,824
+36
| +0.1% | +$1.05K | 0.15% | 129 |
|
|
2020
Q2 | $795K | Buy |
28,788
+8,089
| +39% | +$223K | 0.16% | 122 |
|
|
2020
Q1 | $496K | Sell |
20,699
-17,642
| -46% | -$423K | 0.1% | 161 |
|
|
2019
Q4 | $1.2M | Buy |
38,341
+5,120
| +15% | +$161K | 0.23% | 102 |
|
|
2019
Q3 | $975K | Buy |
33,221
+15,655
| +89% | +$459K | 0.2% | 124 |
|
|
2019
Q2 | $520K | Buy |
17,566
+2,550
| +17% | +$75.5K | 0.11% | 200 |
|
|
2019
Q1 | $439K | Sell |
15,016
-416
| -3% | -$12.2K | 0.1% | 219 |
|
|
2018
Q4 | $408K | Sell |
15,432
-20,940
| -58% | -$554K | 0.11% | 183 |
|
|
2018
Q3 | $1.12M | Buy |
36,372
+4,228
| +13% | +$130K | 0.23% | 107 |
|
|
2018
Q2 | $977K | Buy |
32,144
+23,533
| +273% | +$715K | 0.23% | 106 |
|
|
2018
Q1 | $271K | Buy |
8,611
+100
| +1% | +$3.15K | 0.07% | 271 |
|
|
2017
Q4 | $270K | Buy |
8,511
+2
| +0% | +$63 | 0.06% | 279 |
|
|
2017
Q3 | $261K | Hold |
8,509
| – | – | 0.07% | 275 |
|
|
2017
Q2 | $248K | Buy |
+8,509
| New | +$248K | 0.07% | 267 |
|