STA
Summit Trail 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 | $2.55M | Buy |
63,059
+4,828
| +8% | +$195K | 0.04% | 217 |
|
|
2025
Q1 | $2.12M | Hold |
58,231
| – | – | 0.07% | 91 |
|
|
2024
Q4 | $1.99M | Buy |
58,231
+608
| +1% | +$20.8K | 0.07% | 86 |
|
|
2024
Q3 | $2.16M | Buy |
57,623
+7,230
| +14% | +$272K | 0.05% | 156 |
|
|
2024
Q2 | $1.77M | Buy |
+50,393
| New | +$1.77M | 0.05% | 154 |
|
|
2018
Q3 | – | Sell |
-4,220
| Closed | -$128K | – | 423 |
|
|
2018
Q2 | $128K | Buy |
+4,220
| New | +$128K | 0.04% | 180 |
|