WA
Waverly Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.3M | Buy |
428,420
+3,690
| +0.9% | +$149K | 0.19% | 105 |
|
2025
Q1 | $15.5M | Buy |
424,730
+20,020
| +5% | +$729K | 0.19% | 114 |
|
2024
Q4 | $13.8M | Buy |
404,710
+6,065
| +2% | +$207K | 0.21% | 100 |
|
2024
Q3 | $15M | Buy |
398,645
+16,447
| +4% | +$618K | 0.28% | 70 |
|
2024
Q2 | $13.4M | Buy |
382,198
+11,591
| +3% | +$407K | 0.26% | 74 |
|
2024
Q1 | $13.3M | Buy |
+370,607
| New | +$13.3M | 0.31% | 60 |
|