Uptown 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
$795K Sell
19,625
-78
-0.4% -$3.16K 0.68% 28
2025
Q1
$717K Hold
19,703
0.73% 28
2024
Q4
$672K Buy
+19,703
New +$672K 0.73% 28