UWM
USAdvisors Wealth Management’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 | $1.5M | Buy |
36,969
+426
| +1% | +$17.3K | 0.56% | 47 |
|
|
2025
Q1 | $1.33M | Sell |
36,543
-15,216
| -29% | -$554K | 0.46% | 50 |
|
|
2024
Q4 | $1.77M | Sell |
51,759
-947
| -2% | -$32.3K | 0.57% | 44 |
|
|
2024
Q3 | $1.99M | Sell |
52,706
-12,594
| -19% | -$475K | 0.7% | 41 |
|
|
2024
Q2 | $2.29M | Sell |
65,300
-23,109
| -26% | -$810K | 0.81% | 37 |
|
|
2024
Q1 | $3.17M | Buy |
88,409
+4,233
| +5% | +$152K | 1.2% | 27 |
|
|
2023
Q4 | $2.86M | Sell |
84,176
-107,621
| -56% | -$3.66M | 1.19% | 29 |
|
|
2023
Q3 | $5.95M | Sell |
191,797
-3,353
| -2% | -$104K | 2.65% | 9 |
|
|
2023
Q2 | $6.37M | Buy |
195,150
+5,708
| +3% | +$186K | 3.02% | 7 |
|
|
2023
Q1 | $6.09M | Sell |
189,442
-24,907
| -12% | -$800K | 2.9% | 6 |
|
|
2022
Q4 | $6.36M | Buy |
214,349
+1,431
| +0.7% | +$42.5K | 3.08% | 6 |
|
|
2022
Q3 | $5.49M | Sell |
212,918
-468
| -0.2% | -$12.1K | 2.81% | 9 |
|
|
2022
Q2 | $6.15M | Buy |
213,386
+12,926
| +6% | +$373K | 3.08% | 8 |
|
|
2022
Q1 | $6.87M | Sell |
200,460
-360
| -0.2% | -$12.3K | 2.93% | 9 |
|
|
2021
Q4 | $7.33M | Buy |
200,820
+18,390
| +10% | +$671K | 2.98% | 11 |
|
|
2021
Q3 | $6.61M | Buy |
182,430
+14,505
| +9% | +$525K | 2.86% | 13 |
|
|
2021
Q2 | $6.18M | Buy |
167,925
+28,277
| +20% | +$1.04M | 3.36% | 9 |
|
|
2021
Q1 | $4.94M | Buy |
139,648
+62,072
| +80% | +$2.19M | 2.39% | 16 |
|
|
2020
Q4 | $2.62M | Buy |
+77,576
| New | +$2.62M | 1.26% | 22 |
|