Valeo 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 | $368K | Buy |
14,808
+5,089
| +52% | +$127K | 0.01% | 513 |
|
|
2025
Q1 | $354K | Buy |
9,719
+1,775
| +22% | +$64.6K | 0.01% | 488 |
|
|
2024
Q4 | $271K | Hold |
7,944
| – | – | 0.01% | 562 |
|
|
2024
Q3 | $298K | Sell |
7,944
-25
| -0.3% | -$939 | 0.01% | 523 |
|
|
2024
Q2 | $280K | Buy |
7,969
+25
| +0.3% | +$877 | 0.01% | 527 |
|
|
2024
Q1 | $277K | Buy |
+7,944
| New | +$277K | 0.01% | 530 |
|
|
2023
Q4 | – | Sell |
-11,029
| Closed | -$342K | – | 670 |
|
|
2023
Q3 | $342K | Buy |
+11,029
| New | +$342K | 0.02% | 423 |
|
|
2021
Q2 | – | Sell |
-825
| Closed | -$29K | – | 1532 |
|
|
2021
Q1 | $29K | Buy |
+825
| New | +$29K | ﹤0.01% | 992 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1788 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2006 |
|