Valtinson Bruner Financial Planning’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 | $8.44M | Buy |
|
|||||
|
2025
Q2 | $7.18M | Sell |
|
|||||
|
2025
Q1 | $11.1M | Buy |
|
|||||
|
2024
Q4 | $7.38M | Sell |
|
|||||
|
2024
Q3 | $9.25M | Buy |
|
|||||
|
2024
Q2 | $7.55M | Buy |
|
|||||
|
2024
Q1 | $7.57M | Buy |
|
|||||
|
2023
Q4 | $5.91M | Sell |
|
|||||
|
2023
Q3 | $5.47M | Sell |
|
|||||
|
2023
Q2 | $6.05M | Sell |
|
|||||
|
2023
Q1 | $7.23M | Buy |
|
|||||
|
2022
Q4 | $6.19M | Sell |
|
|||||
|
2022
Q3 | $6M | Buy |
|
|||||
|
2022
Q2 | $5.69M | Buy |
|
|||||
|
2022
Q1 | $6.15M | Buy |
|
|||||
|
2021
Q4 | $6.07M | Buy |
|
|||||
|
2021
Q3 | $5.63M | Buy |
|
|||||
|
2021
Q2 | $5.3M | Sell |
|
|||||
|
2021
Q1 | $5.71M | Buy |
|
|||||
|
2020
Q4 | $4.05M | Buy |
|
|||||
|
2020
Q3 | $2.96M | Buy |
|
|||||
|
2020
Q2 | $769K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $6.76M | Buy |
|
|||||
|
2019
Q3 | $3.65M | Buy |
|
|||||
|
2019
Q2 | $326K | Buy |
|