Wallace Advisory Group’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 | $887K | Sell |
24,369
-125
| -0.5% | -$4.55K | 0.64% | 41 |
|
|
2025
Q1 | $836K | Buy |
24,494
+1,701
| +7% | +$58.1K | 0.58% | 45 |
|
|
2024
Q4 | $856K | Sell |
22,793
-682
| -3% | -$25.6K | 0.59% | 44 |
|
|
2024
Q3 | $824K | Hold |
23,475
| – | – | 0.6% | 39 |
|
|
2024
Q2 | $824K | Sell |
23,475
-1,887
| -7% | -$66.2K | 0.59% | 40 |
|
|
2024
Q1 | $863K | Sell |
25,362
-2,429
| -9% | -$82.6K | 0.65% | 41 |
|
|
2023
Q4 | $862K | Sell |
27,791
-340
| -1% | -$10.5K | 0.68% | 36 |
|
|
2023
Q3 | $915K | Sell |
28,131
-635
| -2% | -$20.7K | 0.66% | 36 |
|
|
2023
Q2 | $924K | Hold |
28,766
| – | – | 0.7% | 34 |
|
|
2023
Q1 | $924K | Sell |
28,766
-186
| -0.6% | -$5.97K | 0.7% | 34 |
|
|
2022
Q4 | $860K | Buy |
+28,952
| New | +$860K | 0.68% | 38 |
|