SWTS
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Stonehaven Wealth & Tax Solutions’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio SPDW Stock Details SPDW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-42,585
Closed -$1.45M – 85
2024
Q4 		$1.45M Buy
+42,585
New +$1.45M 1.58% 17