WBH 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
Q2 | $7.19M | Buy |
177,602
+23,641
| +15% | +$957K | 0.61% | 41 |
|
|
2025
Q1 | $5.61M | Buy |
153,961
+12,026
| +8% | +$438K | 0.52% | 46 |
|
|
2024
Q4 | $4.84M | Buy |
141,935
+23,134
| +19% | +$790K | 0.45% | 51 |
|
|
2024
Q3 | $4.46M | Buy |
118,801
+1,414
| +1% | +$53.1K | 0.42% | 57 |
|
|
2024
Q2 | $4.12M | Buy |
117,387
+1,115
| +1% | +$39.1K | 0.42% | 58 |
|
|
2024
Q1 | $4.17M | Buy |
116,272
+1,786
| +2% | +$64K | 0.43% | 57 |
|
|
2023
Q4 | $3.89M | Buy |
114,486
+7,163
| +7% | +$244K | 0.43% | 55 |
|
|
2023
Q3 | $3.33M | Buy |
107,323
+3,123
| +3% | +$96.8K | 0.41% | 61 |
|
|
2023
Q2 | $3.39M | Buy |
104,200
+1,811
| +2% | +$58.9K | 0.4% | 62 |
|
|
2023
Q1 | $3.29M | Buy |
+102,389
| New | +$3.29M | 0.41% | 60 |
|
|
2022
Q3 | $1.13M | Buy |
43,756
+7,713
| +21% | +$199K | 0.16% | 131 |
|
|
2022
Q2 | $1.02M | Buy |
36,043
+24,263
| +206% | +$688K | 0.14% | 136 |
|
|
2022
Q1 | $380K | Buy |
11,780
+747
| +7% | +$24.1K | 0.05% | 236 |
|
|
2021
Q4 | $403K | Buy |
11,033
+599
| +6% | +$21.9K | 0.05% | 235 |
|
|
2021
Q3 | $378K | Hold |
10,434
| – | – | 0.05% | 223 |
|
|
2021
Q2 | $384K | Buy |
10,434
+1,237
| +13% | +$45.5K | 0.06% | 203 |
|
|
2021
Q1 | $325K | Buy |
9,197
+429
| +5% | +$15.2K | 0.05% | 219 |
|
|
2020
Q4 | $308K | Buy |
8,768
+941
| +12% | +$33.1K | 0.05% | 212 |
|
|
2020
Q3 | $229K | Buy |
+7,827
| New | +$229K | 0.05% | 227 |
|