Sowell Financial Services’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 | $2.21M | Buy |
54,527
+5,159
| +10% | +$209K | 0.09% | 239 |
|
|
2025
Q1 | $1.8M | Buy |
49,368
+943
| +2% | +$34.3K | 0.08% | 261 |
|
|
2024
Q4 | $1.65M | Buy |
48,425
+33,457
| +224% | +$1.14M | 0.09% | 242 |
|
|
2024
Q3 | $562K | Sell |
14,968
-466
| -3% | -$17.5K | 0.03% | 424 |
|
|
2024
Q2 | $541K | Buy |
15,434
+384
| +3% | +$13.5K | 0.03% | 425 |
|
|
2024
Q1 | $539K | Buy |
15,050
+1,244
| +9% | +$44.6K | 0.03% | 439 |
|
|
2023
Q4 | $470K | Buy |
+13,806
| New | +$470K | 0.03% | 439 |
|
|
2023
Q2 | – | Sell |
-40,475
| Closed | -$1.3M | – | 790 |
|
|
2023
Q1 | $1.3M | Buy |
+40,475
| New | +$1.3M | 0.1% | 245 |
|
|
2022
Q3 | – | Sell |
-134,618
| Closed | -$6.62M | – | 449 |
|
|
2022
Q2 | $6.62M | Buy |
+134,618
| New | +$6.62M | 0.61% | 32 |
|
|
2022
Q1 | – | Sell |
-30,263
| Closed | -$1.1M | – | 457 |
|
|
2021
Q4 | $1.1M | Sell |
30,263
-736
| -2% | -$26.8K | 0.06% | 314 |
|
|
2021
Q3 | $1.12M | Buy |
30,999
+444
| +1% | +$16.1K | 0.08% | 277 |
|
|
2021
Q2 | $1.12M | Sell |
30,555
-6,048
| -17% | -$222K | 0.07% | 286 |
|
|
2021
Q1 | $1.36M | Sell |
36,603
-551
| -1% | -$20.4K | 0.05% | 332 |
|
|
2020
Q4 | $1.25M | Buy |
37,154
+4,103
| +12% | +$138K | 0.05% | 283 |
|
|
2020
Q3 | $967K | Buy |
33,051
+4,086
| +14% | +$120K | 0.05% | 304 |
|
|
2020
Q2 | $800K | Sell |
28,965
-1,724
| -6% | -$47.6K | 0.04% | 335 |
|
|
2020
Q1 | $735K | Buy |
30,689
+9,231
| +43% | +$221K | 0.05% | 305 |
|
|
2019
Q4 | $673K | Sell |
21,458
-1,242
| -5% | -$39K | 0.05% | 364 |
|
|
2019
Q3 | $666K | Buy |
+22,700
| New | +$666K | 0.06% | 335 |
|
|
2019
Q1 | $380K | Sell |
13,024
-1,837
| -12% | -$53.6K | 0.04% | 403 |
|
|
2018
Q4 | $393K | Buy |
+14,861
| New | +$393K | 0.06% | 322 |
|