Valeo Financial Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $346K | Sell |
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|
2025
Q2 | $368K | Buy |
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|
2025
Q1 | $354K | Buy |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $280K | Buy |
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|
2024
Q1 | $277K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $342K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $29K | Buy |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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