Shepherd Financial Partners’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$526K Hold
2025
Q1
$473K Hold
2024
Q4
$444K Hold
2024
Q3
$488K Hold
2024
Q2
$456K Hold
2024
Q1
$466K Hold
2023
Q4
$442K Buy