Smith Salley Wealth Management’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 | $279K | Hold |
6,880
| – | – | 0.02% | 225 |
|
|
2025
Q1 | $251K | Hold |
6,880
| – | – | 0.02% | 218 |
|
|
2024
Q4 | $235K | Hold |
6,880
| – | – | 0.02% | 224 |
|
|
2024
Q3 | $258K | Hold |
6,880
| – | – | 0.02% | 217 |
|
|
2024
Q2 | $241K | Hold |
6,880
| – | – | 0.02% | 209 |
|
|
2024
Q1 | $247K | Hold |
6,880
| – | – | 0.02% | 207 |
|
|
2023
Q4 | $234K | Sell |
6,880
-1,218
| -15% | -$41.4K | 0.02% | 226 |
|
|
2023
Q3 | $251K | Hold |
8,098
| – | – | 0.02% | 213 |
|
|
2023
Q2 | $264K | Sell |
8,098
-50
| -0.6% | -$1.63K | 0.02% | 207 |
|
|
2023
Q1 | $262K | Hold |
8,148
| – | – | 0.02% | 205 |
|
|
2022
Q4 | $242K | Hold |
8,148
| – | – | 0.02% | 203 |
|
|
2022
Q3 | $210K | Hold |
8,148
| – | – | 0.02% | 204 |
|
|
2022
Q2 | $235K | Buy |
8,148
+1,218
| +18% | +$35.1K | 0.02% | 200 |
|
|
2022
Q1 | $238K | Sell |
6,930
-682
| -9% | -$23.4K | 0.02% | 216 |
|
|
2021
Q4 | $278K | Buy |
7,612
+682
| +10% | +$24.9K | 0.02% | 219 |
|
|
2021
Q3 | $251K | Hold |
6,930
| – | – | 0.02% | 222 |
|
|
2021
Q2 | $255K | Hold |
6,930
| – | – | 0.02% | 226 |
|
|
2021
Q1 | $245K | Hold |
6,930
| – | – | 0.02% | 218 |
|
|
2020
Q4 | $234K | Hold |
6,930
| – | – | 0.02% | 201 |
|
|
2020
Q3 | $203K | Buy |
+6,930
| New | +$203K | 0.02% | 185 |
|