TI
Truepoint Inc’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 | $8.76M | Buy |
216,314
+140,575
| +186% | +$5.69M | 0.22% | 29 |
|
2025
Q1 | $2.76M | Sell |
75,739
-30,289
| -29% | -$1.1M | 0.07% | 42 |
|
2024
Q4 | $3.62M | Buy |
+106,028
| New | +$3.62M | 0.1% | 36 |
|
2022
Q4 | – | Sell |
-16,858
| Closed | -$435K | – | 168 |
|
2022
Q3 | $435K | Buy |
+16,858
| New | +$435K | 0.02% | 92 |
|
2020
Q1 | – | Sell |
-10,993
| Closed | -$345K | – | 102 |
|
2019
Q4 | $345K | Sell |
10,993
-281
| -2% | -$8.82K | 0.03% | 88 |
|
2019
Q3 | $331K | Buy |
11,274
+1,124
| +11% | +$33K | 0.03% | 85 |
|
2019
Q2 | $300K | Buy |
10,150
+2,039
| +25% | +$60.3K | 0.02% | 99 |
|
2019
Q1 | $237K | Buy |
+8,111
| New | +$237K | 0.02% | 102 |
|