Shepherd Financial Partners’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Hold |
12,998
| – | – | 0.06% | 154 |
|
|
2025
Q1 | $473K | Hold |
12,998
| – | – | 0.06% | 158 |
|
|
2024
Q4 | $444K | Hold |
12,998
| – | – | 0.05% | 151 |
|
|
2024
Q3 | $488K | Hold |
12,998
| – | – | 0.06% | 147 |
|
|
2024
Q2 | $456K | Hold |
12,998
| – | – | 0.06% | 151 |
|
|
2024
Q1 | $466K | Hold |
12,998
| – | – | 0.06% | 155 |
|
|
2023
Q4 | $442K | Buy |
+12,998
| New | +$442K | 0.06% | 149 |
|