SWA
Strategies Wealth Advisors’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 | $135M | Buy |
3,339,020
+31,841
| +1% | +$1.29M | 14.76% | 1 |
|
|
2025
Q1 | $120M | Buy |
3,307,179
+144,528
| +5% | +$5.26M | 14.7% | 1 |
|
|
2024
Q4 | $114M | Buy |
3,162,651
+510,701
| +19% | +$18.4M | 14.2% | 3 |
|
|
2024
Q3 | $99.6M | Buy |
2,651,950
+271,086
| +11% | +$10.2M | 13.32% | 3 |
|
|
2024
Q2 | $83.5M | Buy |
2,380,864
+398,502
| +20% | +$14M | 12.16% | 3 |
|
|
2024
Q1 | $71M | Buy |
1,982,362
+361,830
| +22% | +$13M | 10.93% | 3 |
|
|
2023
Q4 | $55.1M | Buy |
1,620,532
+1,072,169
| +196% | +$36.5M | 9.41% | 3 |
|
|
2023
Q3 | $17M | Buy |
548,363
+494,716
| +922% | +$15.3M | 3.34% | 10 |
|
|
2023
Q2 | $1.75M | Sell |
53,647
-299
| -0.6% | -$9.73K | 0.36% | 33 |
|
|
2023
Q1 | $1.73M | Sell |
53,946
-775
| -1% | -$24.9K | 0.38% | 32 |
|
|
2022
Q4 | $1.62M | Buy |
+54,721
| New | +$1.62M | 0.4% | 29 |
|
|
2022
Q2 | $1.56M | Buy |
54,125
+1,081
| +2% | +$31.2K | 0.45% | 32 |
|
|
2022
Q1 | $1.82M | Hold |
53,044
| – | – | 0.49% | 29 |
|
|
2021
Q4 | $1.94M | Buy |
+53,044
| New | +$1.94M | 0.54% | 32 |
|