SW
SkyOak 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 | $3.23M | Sell |
79,708
-2,960
| -4% | -$120K | 0.65% | 42 |
|
|
2025
Q1 | $3.01M | Sell |
82,668
-3,059
| -4% | -$111K | 0.66% | 39 |
|
|
2024
Q4 | $2.93M | Buy |
85,727
+2,106
| +3% | +$71.9K | 0.63% | 42 |
|
|
2024
Q3 | $3.14M | Buy |
83,621
+3,776
| +5% | +$142K | 0.7% | 40 |
|
|
2024
Q2 | $2.8M | Buy |
79,845
+577
| +0.7% | +$20.2K | 0.65% | 40 |
|
|
2024
Q1 | $2.84M | Buy |
79,268
+3,755
| +5% | +$135K | 0.68% | 37 |
|
|
2023
Q4 | $2.57M | Buy |
75,513
+1,760
| +2% | +$59.9K | 0.67% | 35 |
|
|
2023
Q3 | $2.29M | Buy |
73,753
+383
| +0.5% | +$11.9K | 0.67% | 38 |
|
|
2023
Q2 | $2.39M | Buy |
73,370
+4,359
| +6% | +$142K | 0.67% | 40 |
|
|
2023
Q1 | $2.22M | Sell |
69,011
-229
| -0.3% | -$7.36K | 0.68% | 41 |
|
|
2022
Q4 | $2.06M | Buy |
69,240
+13,987
| +25% | +$415K | 0.69% | 40 |
|
|
2022
Q3 | $1.43M | Sell |
55,253
-19,798
| -26% | -$511K | 0.51% | 54 |
|
|
2022
Q2 | $2.16M | Sell |
75,051
-8,835
| -11% | -$255K | 0.74% | 40 |
|
|
2022
Q1 | $2.88M | Sell |
83,886
-871
| -1% | -$29.9K | 0.8% | 36 |
|
|
2021
Q4 | $3.09M | Buy |
84,757
+4,218
| +5% | +$154K | 0.79% | 35 |
|
|
2021
Q3 | $2.92M | Buy |
80,539
+782
| +1% | +$28.3K | 0.79% | 34 |
|
|
2021
Q2 | $2.93M | Buy |
79,757
+52
| +0.1% | +$1.91K | 0.79% | 31 |
|
|
2021
Q1 | $2.94M | Sell |
79,705
-20,486
| -20% | -$756K | 0.82% | 32 |
|
|
2020
Q4 | $3.38M | Sell |
100,191
-3,118
| -3% | -$105K | 1.05% | 28 |
|
|
2020
Q3 | $3.02M | Buy |
103,309
+555
| +0.5% | +$16.2K | 1.09% | 25 |
|
|
2020
Q2 | $2.84M | Sell |
102,754
-6,642
| -6% | -$183K | 1.05% | 23 |
|
|
2020
Q1 | $2.62M | Sell |
109,396
-9,645
| -8% | -$231K | 1.34% | 17 |
|
|
2019
Q4 | $3.73M | Buy |
+119,041
| New | +$3.73M | 1.16% | 18 |
|