Summit Trail Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Summit Trail Advisors’s Portfolio SPDW Stock Details SPDW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.7M	Hold
2025 Q2	$2.55M	Buy
2025 Q1	$2.12M	Hold
2024 Q4	$1.99M	Buy
2024 Q3	$2.16M	Buy
2024 Q2	$1.77M	Buy
2018 Q3	–	Sell
2018 Q2	$128K	Buy