SW
Simplicity Wealth’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 | $14.4M | Buy |
355,921
+239,620
| +206% | +$9.7M | 0.6% | 30 |
|
|
2025
Q1 | $4.23M | Buy |
116,301
+9,770
| +9% | +$356K | 0.33% | 64 |
|
|
2024
Q4 | $3.64M | Sell |
106,531
-96,351
| -47% | -$3.29M | 0.76% | 26 |
|
|
2024
Q3 | $7.62M | Sell |
202,882
-56,703
| -22% | -$2.13M | 0.71% | 31 |
|
|
2024
Q2 | $9.11M | Buy |
259,585
+19,986
| +8% | +$701K | 0.21% | 98 |
|
|
2024
Q1 | $8.59M | Buy |
239,599
+219,096
| +1,069% | +$7.85M | 0.2% | 98 |
|
|
2023
Q4 | $697K | Buy |
20,503
+10,691
| +109% | +$364K | 0.27% | 58 |
|
|
2023
Q3 | $304K | Sell |
9,812
-5,787
| -37% | -$179K | 0.18% | 66 |
|
|
2023
Q2 | $508K | Buy |
15,599
+8,844
| +131% | +$288K | 0.32% | 49 |
|
|
2023
Q1 | $217K | Buy |
+6,755
| New | +$217K | 0.14% | 61 |
|
|
2022
Q4 | – | Sell |
-87,183
| Closed | -$2.25M | – | 80 |
|
|
2022
Q3 | $2.25M | Buy |
87,183
+3,976
| +5% | +$103K | 3.02% | 10 |
|
|
2022
Q2 | $2.4M | Sell |
83,207
-43,026
| -34% | -$1.24M | 3.5% | 9 |
|
|
2022
Q1 | $4.33M | Sell |
126,233
-44,698
| -26% | -$1.53M | 4.21% | 6 |
|
|
2021
Q4 | $6.24M | Buy |
+170,931
| New | +$6.24M | 3.36% | 8 |
|