SWM
SigFig 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 | $24.5M | Buy |
607,058
+35,459
| +6% | +$1.43M | 0.81% | 24 |
|
2025
Q1 | $20M | Buy |
571,599
+29,007
| +5% | +$1.01M | 0.72% | 24 |
|
2024
Q4 | $18.4M | Buy |
542,592
+26,896
| +5% | +$910K | 0.66% | 25 |
|
2024
Q3 | $18M | Buy |
515,696
+18,984
| +4% | +$664K | 0.65% | 24 |
|
2024
Q2 | $16.9M | Buy |
496,712
+7,766
| +2% | +$264K | 0.63% | 24 |
|
2024
Q1 | $16.5M | Sell |
488,946
-14,031
| -3% | -$473K | 0.6% | 26 |
|
2023
Q4 | $16.6M | Sell |
502,977
-39,899
| -7% | -$1.32M | 0.63% | 26 |
|
2023
Q3 | $17.4M | Sell |
542,876
-27,273
| -5% | -$874K | 0.7% | 25 |
|
2023
Q2 | $18.6M | Sell |
570,149
-28,480
| -5% | -$930K | 0.72% | 25 |
|
2023
Q1 | $19.7M | Sell |
598,629
-25,968
| -4% | -$855K | 1.09% | 19 |
|
2022
Q4 | $20.7M | Sell |
624,597
-43,610
| -7% | -$1.45M | 1.03% | 19 |
|
2022
Q3 | $21.4M | Buy |
668,207
+24,294
| +4% | +$778K | 1.12% | 19 |
|
2022
Q2 | $21.6M | Sell |
643,913
-7,377
| -1% | -$248K | 1.12% | 19 |
|
2022
Q1 | $22.3M | Sell |
651,290
-35,153
| -5% | -$1.2M | 1.07% | 16 |
|
2021
Q4 | $23.7M | Buy |
686,443
+19,611
| +3% | +$676K | 1.11% | 15 |
|
2021
Q3 | $24.1M | Buy |
666,832
+45,328
| +7% | +$1.64M | 1.21% | 15 |
|
2021
Q2 | $22.9M | Buy |
621,504
+73,167
| +13% | +$2.69M | 1.21% | 15 |
|
2021
Q1 | $19.4M | Buy |
548,337
+69,352
| +14% | +$2.45M | 1.19% | 14 |
|
2020
Q4 | $16.2M | Buy |
478,985
+14,648
| +3% | +$494K | 1.17% | 15 |
|
2020
Q3 | $13.6M | Buy |
464,337
+24,898
| +6% | +$731K | 1.24% | 14 |
|
2020
Q2 | $12.1M | Buy |
439,439
+21,133
| +5% | +$584K | 1.3% | 15 |
|
2020
Q1 | $10M | Buy |
418,306
+38,882
| +10% | +$931K | 1.36% | 16 |
|
2019
Q4 | $11.9M | Buy |
379,424
+6,779
| +2% | +$213K | 1.46% | 16 |
|
2019
Q3 | $10.9M | Buy |
372,645
+19,014
| +5% | +$558K | 1.56% | 16 |
|
2019
Q2 | $10.5M | Buy |
353,631
+18,145
| +5% | +$537K | 1.63% | 19 |
|
2019
Q1 | $9.8M | Buy |
335,486
+31,335
| +10% | +$915K | 1.74% | 18 |
|
2018
Q4 | $8.02M | Buy |
304,151
+29,312
| +11% | +$773K | 1.71% | 20 |
|
2018
Q3 | $8.46M | Buy |
274,839
+25,811
| +10% | +$794K | 1.75% | 19 |
|
2018
Q2 | $7.57M | Buy |
249,028
+18,116
| +8% | +$551K | 1.95% | 20 |
|
2018
Q1 | $7.26M | Buy |
+230,912
| New | +$7.26M | 4.23% | 10 |
|