WAOI
Wealth Advisors of Iowa’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 | $3.18M | Buy |
78,468
+6,907
| +10% | +$280K | 1.19% | 15 |
|
|
2025
Q1 | $2.61M | Sell |
71,561
-279,320
| -80% | -$10.2M | 1.12% | 14 |
|
|
2024
Q4 | $12M | Buy |
350,881
+11,955
| +4% | +$408K | 6.04% | 6 |
|
|
2024
Q3 | $12.7M | Buy |
+338,926
| New | +$12.7M | 6.48% | 6 |
|
|
2024
Q2 | – | Sell |
-328,791
| Closed | -$11.8M | – | 64 |
|
|
2024
Q1 | $11.8M | Sell |
328,791
-2,655
| -0.8% | -$95.2K | 7.17% | 5 |
|
|
2023
Q4 | $11.3M | Sell |
331,446
-21,316
| -6% | -$725K | 7.57% | 5 |
|
|
2023
Q3 | $10.9M | Sell |
352,762
-485,981
| -58% | -$15.1M | 7.69% | 5 |
|
|
2023
Q2 | $27.3M | Buy |
838,743
+224,605
| +37% | +$7.31M | 19.74% | 2 |
|
|
2023
Q1 | $19.7M | Buy |
614,138
+346,473
| +129% | +$11.1M | 15.41% | 2 |
|
|
2022
Q4 | $7.95M | Buy |
+267,665
| New | +$7.95M | 6.5% | 4 |
|