Symphony Financial’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	$5.27M	Buy	+129,931	New	+$5.27M	0.69%	42
2025 Q1	–	Sell	-121,015	Closed	-$4.28M	–	195
2024 Q4	$4.28M	Buy	121,015 +12,024	+11%	+$425K	0.67%	44
2024 Q3	$4.11M	Buy	108,991 +5,934	+6%	+$224K	0.68%	41
2024 Q2	$3.61M	Buy	+103,057	New	+$3.61M	0.66%	40