United Capital 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 | $5.7M | Sell |
140,821
-25,640
| -15% | -$1.04M | 0.05% | 261 |
|
|
2025
Q1 | $6.06M | Sell |
166,461
-7,356
| -4% | -$268K | 0.05% | 247 |
|
|
2024
Q4 | $5.93M | Buy |
173,817
+2,106
| +1% | +$71.9K | 0.05% | 237 |
|
|
2024
Q3 | $6.45M | Sell |
171,711
-5,939
| -3% | -$223K | 0.05% | 227 |
|
|
2024
Q2 | $6.23M | Sell |
177,650
-3,370
| -2% | -$118K | 0.05% | 233 |
|
|
2024
Q1 | $6.49M | Sell |
181,020
-27,100
| -13% | -$971K | 0.05% | 234 |
|
|
2023
Q4 | $7.08M | Sell |
208,120
-11,191
| -5% | -$381K | 0.06% | 236 |
|
|
2023
Q3 | $6.8M | Sell |
219,311
-6,623
| -3% | -$205K | 0.04% | 265 |
|
|
2023
Q2 | $7.35M | Sell |
225,934
-19,193
| -8% | -$625K | 0.04% | 269 |
|
|
2023
Q1 | $7.87M | Sell |
245,127
-30,289
| -11% | -$973K | 0.04% | 272 |
|
|
2022
Q4 | $8.18M | Sell |
275,416
-32,534
| -11% | -$966K | 0.05% | 271 |
|
|
2022
Q3 | $7.95M | Sell |
307,950
-33,126
| -10% | -$855K | 0.05% | 265 |
|
|
2022
Q2 | $9.84M | Buy |
341,076
+353
| +0.1% | +$10.2K | 0.05% | 259 |
|
|
2022
Q1 | $11.7M | Buy |
340,723
+2,601
| +0.8% | +$89.2K | 0.06% | 257 |
|
|
2021
Q4 | $12.3M | Sell |
338,122
-2,087
| -0.6% | -$76.1K | 0.06% | 262 |
|
|
2021
Q3 | $12.3M | Sell |
340,209
-4,456
| -1% | -$161K | 0.06% | 254 |
|
|
2021
Q2 | $12.7M | Sell |
344,665
-18,707
| -5% | -$688K | 0.06% | 248 |
|
|
2021
Q1 | $12.8M | Sell |
363,372
-107,851
| -23% | -$3.81M | 0.07% | 237 |
|
|
2020
Q4 | $15.9M | Sell |
471,223
-37,789
| -7% | -$1.28M | 0.1% | 201 |
|
|
2020
Q3 | $14.9M | Sell |
509,012
-32,423
| -6% | -$949K | 0.1% | 202 |
|
|
2020
Q2 | $15M | Sell |
541,435
-6,610
| -1% | -$183K | 0.11% | 197 |
|
|
2020
Q1 | $13.1M | Buy |
548,045
+44,321
| +9% | +$1.06M | 0.11% | 196 |
|
|
2019
Q4 | $15.8M | Buy |
503,724
+61,798
| +14% | +$1.94M | 0.1% | 236 |
|
|
2019
Q3 | $13M | Buy |
441,926
+123,434
| +39% | +$3.62M | 0.09% | 252 |
|
|
2019
Q2 | $9.42M | Buy |
318,492
+150,615
| +90% | +$4.46M | 0.06% | 302 |
|
|
2019
Q1 | $4.9M | Buy |
167,877
+4,554
| +3% | +$133K | 0.03% | 418 |
|
|
2018
Q4 | $4.32M | Buy |
+163,323
| New | +$4.32M | 0.03% | 404 |
|
|
2015
Q2 | – | Sell |
-7,072
| Closed | -$208K | – | 1309 |
|
|
2015
Q1 | $208K | Sell |
7,072
-1,498
| -17% | -$44.1K | ﹤0.01% | 1179 |
|
|
2014
Q4 | $231K | Buy |
+8,570
| New | +$231K | ﹤0.01% | 1044 |
|