SWM
Sterling 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 | $1.37M | Buy |
+33,723
| New | +$1.37M | 0.47% | 34 |
|
|
2024
Q4 | $1.13M | Sell |
33,170
-777
| -2% | -$26.5K | 0.42% | 37 |
|
|
2024
Q3 | $1.28M | Sell |
33,947
-695
| -2% | -$26.1K | 0.48% | 36 |
|
|
2024
Q2 | $1.22M | Buy |
34,642
+598
| +2% | +$21K | 0.58% | 31 |
|
|
2024
Q1 | $1.22M | Hold |
34,044
| – | – | 0.61% | 28 |
|
|
2023
Q4 | $1.16M | Buy |
+34,044
| New | +$1.16M | 0.65% | 22 |
|