SPWM
Spartan Planning & 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 | $7.36M | Buy |
181,668
+17,620
| +11% | +$713K | 6.3% | 5 |
|
|
2025
Q1 | $5.97M | Buy |
164,048
+108,053
| +193% | +$3.93M | 5.79% | 4 |
|
|
2024
Q4 | $1.91M | Buy |
+55,995
| New | +$1.91M | 1.75% | 17 |
|
|
2023
Q4 | $3.5M | Sell |
102,983
-97,745
| -49% | -$3.32M | 3.73% | 10 |
|
|
2023
Q3 | $6.22M | Buy |
+200,728
| New | +$6.22M | 7.29% | 3 |
|
|
2022
Q4 | $5.37M | Buy |
180,886
+118,037
| +188% | +$3.5M | 6.69% | 4 |
|
|
2022
Q3 | $1.62M | Buy |
62,849
+10,482
| +20% | +$271K | 2.12% | 7 |
|
|
2022
Q2 | $1.51M | Buy |
52,367
+4,469
| +9% | +$129K | 2.02% | 6 |
|
|
2022
Q1 | $1.64M | Buy |
+47,898
| New | +$1.64M | 2.05% | 11 |
|