TDWM
Topel & Distasi Wealth Management’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 | – | Sell |
-133,070
| Closed | -$4.85M | – | 68 |
|
|
2025
Q1 | $4.85M | Hold |
133,070
| – | – | 2.26% | 13 |
|
|
2024
Q4 | $4.54M | Hold |
133,070
| – | – | 1.95% | 18 |
|
|
2024
Q3 | $5M | Buy |
133,070
+33
| +0% | +$1.24K | 2.07% | 15 |
|
|
2024
Q2 | $4.67M | Hold |
133,037
| – | – | 2.05% | 16 |
|
|
2024
Q1 | $4.77M | Hold |
133,037
| – | – | 2.11% | 14 |
|
|
2023
Q4 | $4.52M | Hold |
133,037
| – | – | 2.15% | 15 |
|
|
2023
Q3 | $4.13M | Sell |
133,037
-327
| -0.2% | -$10.1K | 2.16% | 16 |
|
|
2023
Q2 | $4.34M | Hold |
133,364
| – | – | 2.18% | 16 |
|
|
2023
Q1 | $4.28M | Hold |
133,364
| – | – | 2.24% | 16 |
|
|
2022
Q4 | $3.96M | Hold |
133,364
| – | – | 2.22% | 16 |
|
|
2022
Q3 | $3.97M | Buy |
+133,364
| New | +$3.97M | 2.19% | 15 |
|
|
2022
Q1 | – | Sell |
-115,073
| Closed | -$4.2M | – | 78 |
|
|
2021
Q4 | $4.2M | Buy |
+115,073
| New | +$4.2M | 1.71% | 19 |
|