Strategic Wealth Partners’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 | $706K | Buy |
+17,430
| New | +$706K | 0.06% | 177 |
|
|
2024
Q4 | $575K | Buy |
15,649
+1,766
| +13% | +$64.9K | 0.05% | 193 |
|
|
2024
Q3 | $521K | Buy |
13,883
+662
| +5% | +$24.9K | 0.05% | 200 |
|
|
2024
Q2 | $464K | Buy |
13,221
+377
| +3% | +$13.2K | 0.05% | 202 |
|
|
2024
Q1 | $460K | Buy |
12,844
+181
| +1% | +$6.49K | 0.05% | 200 |
|
|
2023
Q4 | $431K | Sell |
12,663
-375
| -3% | -$12.8K | 0.05% | 203 |
|
|
2023
Q3 | $404K | Sell |
13,038
-204
| -2% | -$6.33K | 0.05% | 223 |
|
|
2023
Q2 | $431K | Buy |
13,242
+906
| +7% | +$29.5K | 0.06% | 216 |
|
|
2023
Q1 | $396K | Sell |
12,336
-1,730
| -12% | -$55.6K | 0.06% | 192 |
|
|
2022
Q4 | $418K | Sell |
14,066
-5,036
| -26% | -$150K | 0.08% | 184 |
|
|
2022
Q3 | $493K | Sell |
19,102
-2,458
| -11% | -$63.4K | 0.1% | 175 |
|
|
2022
Q2 | $622K | Buy |
21,560
+246
| +1% | +$7.1K | 0.13% | 147 |
|
|
2022
Q1 | $731K | Buy |
21,314
+743
| +4% | +$25.5K | 0.14% | 151 |
|
|
2021
Q4 | $750K | Sell |
20,571
-2,371
| -10% | -$86.4K | 0.14% | 166 |
|
|
2021
Q3 | $831K | Sell |
22,942
-1,437
| -6% | -$52.1K | 0.24% | 111 |
|
|
2021
Q2 | $897K | Buy |
24,379
+640
| +3% | +$23.5K | 0.29% | 91 |
|
|
2021
Q1 | $839K | Buy |
23,739
+1,280
| +6% | +$45.2K | 0.33% | 78 |
|
|
2020
Q4 | $758K | Sell |
22,459
-29,362
| -57% | -$991K | 0.32% | 81 |
|
|
2020
Q3 | $1.52M | Sell |
51,821
-7,436
| -13% | -$218K | 0.77% | 29 |
|
|
2020
Q2 | $1.64M | Sell |
59,257
-15,069
| -20% | -$416K | 0.85% | 32 |
|
|
2020
Q1 | $2.33M | Hold |
74,326
| – | – | 1.21% | 16 |
|
|
2019
Q4 | $2.33M | Buy |
74,326
+2,713
| +4% | +$85K | 1.21% | 16 |
|
|
2019
Q3 | $2.08K | Buy |
71,613
+2,285
| +3% | +$66 | 0.01% | 198 |
|
|
2019
Q2 | $2.05M | Sell |
69,328
-8,080
| -10% | -$239K | 0.99% | 18 |
|
|
2019
Q1 | $2.29M | Buy |
77,408
+13,581
| +21% | +$402K | 1.05% | 18 |
|
|
2018
Q4 | $1.77M | Buy |
63,827
+5,175
| +9% | +$144K | 0.89% | 20 |
|
|
2018
Q3 | $1.81M | Buy |
58,652
+4,837
| +9% | +$149K | 0.96% | 25 |
|
|
2018
Q2 | $1.64M | Buy |
53,815
+7,097
| +15% | +$216K | 0.95% | 18 |
|
|
2018
Q1 | $1.47M | Buy |
46,718
+46,589
| +36,116% | +$1.46M | 0.76% | 34 |
|
|
2017
Q4 | $5K | Buy |
+129
| New | +$5K | ﹤0.01% | 618 |
|