TPG Financial Advisors’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 | $7.59M | Sell |
187,368
-61,408
| -25% | -$2.49M | 3.04% | 15 |
|
|
2025
Q1 | $9.06M | Sell |
248,776
-15,129
| -6% | -$551K | 4% | 8 |
|
|
2024
Q4 | $9.01M | Buy |
263,905
+23,337
| +10% | +$796K | 3.92% | 8 |
|
|
2024
Q3 | $9.04M | Buy |
240,568
+10,642
| +5% | +$400K | 4.07% | 7 |
|
|
2024
Q2 | $8.07M | Buy |
+229,926
| New | +$8.07M | 3.82% | 8 |
|
|
2023
Q4 | $6.37M | Buy |
188,256
+7,803
| +4% | +$264K | 3.24% | 11 |
|
|
2023
Q3 | $5.6M | Buy |
180,453
+18,073
| +11% | +$560K | 2.89% | 13 |
|
|
2023
Q2 | $5.28M | Buy |
162,380
+4,225
| +3% | +$137K | 2.77% | 12 |
|
|
2023
Q1 | $5.08M | Buy |
158,155
+5,675
| +4% | +$182K | 2.78% | 12 |
|
|
2022
Q4 | $4.53M | Sell |
152,480
-1,323
| -0.9% | -$39.3K | 2.75% | 11 |
|
|
2022
Q3 | $3.97M | Sell |
153,803
-15,346
| -9% | -$396K | 2.44% | 14 |
|
|
2022
Q2 | $4.88M | Buy |
169,149
+2,456
| +1% | +$70.8K | 3.27% | 12 |
|
|
2022
Q1 | $5.71M | Buy |
166,693
+11,771
| +8% | +$403K | 3.46% | 11 |
|
|
2021
Q4 | $5.65M | Buy |
154,922
+14,626
| +10% | +$534K | 3.46% | 11 |
|
|
2021
Q3 | $5.08M | Buy |
140,296
+19,032
| +16% | +$689K | 3.35% | 13 |
|
|
2021
Q2 | $4.46M | Sell |
121,264
-21,227
| -15% | -$781K | 3.13% | 12 |
|
|
2021
Q1 | $5.04M | Sell |
142,491
-8,693
| -6% | -$307K | 3.51% | 12 |
|
|
2020
Q4 | $5.1M | Buy |
151,184
+20,446
| +16% | +$690K | 3.79% | 12 |
|
|
2020
Q3 | $3.83M | Sell |
130,738
-7,084
| -5% | -$207K | 3.27% | 11 |
|
|
2020
Q2 | $3.81M | Buy |
137,822
+37,800
| +38% | +$1.04M | 3.41% | 13 |
|
|
2020
Q1 | $2.4M | Sell |
100,022
-13,148
| -12% | -$315K | 2.38% | 13 |
|
|
2019
Q4 | $3.55M | Buy |
113,170
+5,155
| +5% | +$162K | 2.92% | 13 |
|
|
2019
Q3 | $3.17M | Buy |
108,015
+29,887
| +38% | +$877K | 2.85% | 13 |
|
|
2019
Q2 | $2.34M | Sell |
78,128
-21,738
| -22% | -$652K | 2.14% | 12 |
|
|
2019
Q1 | $2.96M | Buy |
99,866
+27,165
| +37% | +$804K | 2.86% | 12 |
|
|
2018
Q4 | $1.92M | Buy |
+72,701
| New | +$1.92M | 2.09% | 16 |
|