Strategic Financial Planning’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 | $15.3M | Buy |
378,855
+2,472
| +0.7% | +$100K | 9.55% | 3 |
|
|
2025
Q1 | $13.7M | Sell |
376,383
-389
| -0.1% | -$14.2K | 9.45% | 3 |
|
|
2024
Q4 | $12.9M | Buy |
376,772
+21,331
| +6% | +$728K | 8.76% | 4 |
|
|
2024
Q3 | $13.4M | Sell |
355,441
-23,443
| -6% | -$881K | 8.83% | 4 |
|
|
2024
Q2 | $13.3M | Buy |
378,884
+33,102
| +10% | +$1.16M | 9.59% | 3 |
|
|
2024
Q1 | $12.4M | Buy |
345,782
+103
| +0% | +$3.69K | 9.27% | 3 |
|
|
2023
Q4 | $11.8M | Buy |
345,679
+9,423
| +3% | +$320K | 9.19% | 3 |
|
|
2023
Q3 | $10.4M | Buy |
336,256
+5,479
| +2% | +$170K | 9.6% | 3 |
|
|
2023
Q2 | $10.8M | Buy |
330,777
+4,478
| +1% | +$146K | 9.53% | 3 |
|
|
2023
Q1 | $10.5M | Buy |
326,299
+9,514
| +3% | +$306K | 9.58% | 3 |
|
|
2022
Q4 | $9.41M | Sell |
316,785
-8,013
| -2% | -$238K | 9.11% | 3 |
|
|
2022
Q3 | $8.38M | Sell |
324,798
-7,076
| -2% | -$183K | 8.72% | 3 |
|
|
2022
Q2 | $9.57M | Buy |
331,874
+11,156
| +3% | +$322K | 9.21% | 3 |
|
|
2022
Q1 | $11M | Sell |
320,718
-42,270
| -12% | -$1.45M | 9.14% | 3 |
|
|
2021
Q4 | $13.2M | Sell |
362,988
-11,864
| -3% | -$433K | 9.51% | 3 |
|
|
2021
Q3 | $13.6M | Sell |
374,852
-941
| -0.3% | -$34.1K | 9.94% | 3 |
|
|
2021
Q2 | $13.8M | Sell |
375,793
-5,998
| -2% | -$221K | 9.98% | 3 |
|
|
2021
Q1 | $13.5M | Buy |
381,791
+59,161
| +18% | +$2.09M | 10.07% | 3 |
|
|
2020
Q4 | $10.9M | Buy |
322,630
+12,340
| +4% | +$416K | 9.54% | 3 |
|
|
2020
Q3 | $9.08M | Buy |
310,290
+8,670
| +3% | +$254K | 9.44% | 3 |
|
|
2020
Q2 | $8.33M | Sell |
301,620
-38,633
| -11% | -$1.07M | 9.28% | 3 |
|
|
2020
Q1 | $8.15M | Buy |
340,253
+201,779
| +146% | +$4.83M | 10.79% | 4 |
|
|
2019
Q4 | $4.34M | Buy |
+138,474
| New | +$4.34M | 4.22% | 9 |
|