Wade Financial Advisory’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
Q1 | $2.15M | Buy |
59,015
+1,295
| +2% | +$47.2K | 0.74% | 24 |
|
|
2024
Q4 | $1.97M | Sell |
57,720
-1,610
| -3% | -$54.9K | 0.67% | 27 |
|
|
2024
Q3 | $2.23M | Sell |
59,330
-336
| -0.6% | -$12.6K | 0.75% | 25 |
|
|
2024
Q2 | $2.09M | Sell |
59,666
-198
| -0.3% | -$6.95K | 0.75% | 24 |
|
|
2024
Q1 | $2.15M | Sell |
59,864
-203
| -0.3% | -$7.28K | 0.78% | 24 |
|
|
2023
Q4 | $2.04M | Sell |
60,067
-505
| -0.8% | -$17.2K | 0.77% | 28 |
|
|
2023
Q3 | $1.88M | Hold |
60,572
| – | – | 0.8% | 27 |
|
|
2023
Q2 | $1.97M | Sell |
60,572
-28
| -0% | -$911 | 0.78% | 28 |
|
|
2023
Q1 | $1.95M | Sell |
60,600
-330
| -0.5% | -$10.6K | 0.82% | 29 |
|
|
2022
Q4 | $1.81M | Sell |
60,930
-1,695
| -3% | -$50.3K | 0.82% | 30 |
|
|
2022
Q3 | $1.62M | Sell |
62,625
-590
| -0.9% | -$15.2K | 0.81% | 27 |
|
|
2022
Q2 | $1.82M | Sell |
63,215
-575
| -0.9% | -$16.6K | 0.86% | 29 |
|
|
2022
Q1 | $2.19M | Buy |
63,790
+13,780
| +28% | +$472K | 0.94% | 26 |
|
|
2021
Q4 | $1.82M | Buy |
50,010
+5
| +0% | +$182 | 0.95% | 29 |
|
|
2021
Q3 | $1.81M | Sell |
50,005
-231
| -0.5% | -$8.37K | 1.02% | 26 |
|
|
2021
Q2 | $1.85M | Sell |
50,236
-67
| -0.1% | -$2.47K | 1.01% | 27 |
|
|
2021
Q1 | $1.78M | Buy |
50,303
+430
| +0.9% | +$15.2K | 1.12% | 25 |
|
|
2020
Q4 | $1.68M | Sell |
49,873
-640
| -1% | -$21.6K | 1.13% | 26 |
|
|
2020
Q3 | $1.48M | Sell |
50,513
-354
| -0.7% | -$10.4K | 1.16% | 28 |
|
|
2020
Q2 | $1.41M | Sell |
50,867
-9,993
| -16% | -$276K | 1.21% | 28 |
|
|
2020
Q1 | $1.46M | Buy |
60,860
+38,451
| +172% | +$921K | 1.45% | 24 |
|
|
2019
Q4 | $703K | Buy |
+22,409
| New | +$703K | 0.62% | 28 |
|