Treasure Coast Financial Planning’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 | $22.6M | Buy |
557,857
+12,939
| +2% | +$524K | 13.16% | 2 |
|
|
2025
Q1 | $19.8M | Buy |
544,918
+37,188
| +7% | +$1.35M | 12.3% | 2 |
|
|
2024
Q4 | $17.3M | Sell |
507,730
-12,023
| -2% | -$410K | 11.42% | 2 |
|
|
2024
Q3 | $19.5M | Buy |
519,753
+9,566
| +2% | +$359K | 12.05% | 2 |
|
|
2024
Q2 | $17.9M | Sell |
510,187
-10,873
| -2% | -$381K | 11.8% | 2 |
|
|
2024
Q1 | $18.7M | Buy |
521,060
+24,492
| +5% | +$878K | 12.21% | 2 |
|
|
2023
Q4 | $16.9M | Buy |
496,568
+9,770
| +2% | +$332K | 11.78% | 2 |
|
|
2023
Q3 | $15.1M | Buy |
486,798
+3,735
| +0.8% | +$116K | 10.48% | 2 |
|
|
2023
Q2 | $15.7M | Buy |
483,063
+15,213
| +3% | +$495K | 10.62% | 2 |
|
|
2023
Q1 | $15M | Sell |
467,850
-3,756
| -0.8% | -$121K | 10.51% | 2 |
|
|
2022
Q4 | $14M | Sell |
471,606
-12,412
| -3% | -$369K | 10.45% | 2 |
|
|
2022
Q3 | $12.5M | Buy |
484,018
+29,300
| +6% | +$756K | 10.02% | 2 |
|
|
2022
Q2 | $13.1M | Buy |
454,718
+25,725
| +6% | +$742K | 10.16% | 2 |
|
|
2022
Q1 | $14.7M | Buy |
428,993
+16,034
| +4% | +$550K | 11.27% | 2 |
|
|
2021
Q4 | $15.1M | Buy |
+412,959
| New | +$15.1M | 11.65% | 2 |
|