WAP
Wealthcare Advisory Partners’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 | $48.1M | Buy |
1,188,093
+101,921
| +9% | +$4.13M | 1.1% | 15 |
|
|
2025
Q1 | $39.5M | Buy |
1,086,172
+179,141
| +20% | +$6.52M | 1.06% | 19 |
|
|
2024
Q4 | $31M | Buy |
907,031
+137,935
| +18% | +$4.71M | 0.86% | 21 |
|
|
2024
Q3 | $28.9M | Buy |
769,096
+43,961
| +6% | +$1.65M | 0.82% | 24 |
|
|
2024
Q2 | $25.4M | Buy |
725,135
+50,161
| +7% | +$1.76M | 0.79% | 25 |
|
|
2024
Q1 | $24.2M | Buy |
674,974
+20,363
| +3% | +$730K | 0.79% | 27 |
|
|
2023
Q4 | $22.3M | Buy |
654,611
+1,235
| +0.2% | +$42K | 0.89% | 25 |
|
|
2023
Q3 | $20.3M | Buy |
653,376
+21,559
| +3% | +$669K | 0.93% | 23 |
|
|
2023
Q2 | $20.6M | Sell |
631,817
-60,243
| -9% | -$1.96M | 0.92% | 24 |
|
|
2023
Q1 | $22.2M | Buy |
692,060
+30,726
| +5% | +$987K | 0.96% | 20 |
|
|
2022
Q4 | $19.6M | Buy |
661,334
+125,643
| +23% | +$3.73M | 0.94% | 21 |
|
|
2022
Q3 | $13.8M | Buy |
535,691
+94,645
| +21% | +$2.44M | 0.79% | 29 |
|
|
2022
Q2 | $12.7M | Buy |
441,046
+23,882
| +6% | +$689K | 0.77% | 30 |
|
|
2022
Q1 | $14.3M | Buy |
417,164
+53,067
| +15% | +$1.82M | 0.87% | 29 |
|
|
2021
Q4 | $13.3M | Sell |
364,097
-10,589
| -3% | -$386K | 0.79% | 30 |
|
|
2021
Q3 | $13.6M | Buy |
374,686
+36,440
| +11% | +$1.32M | 0.89% | 24 |
|
|
2021
Q2 | $12.4M | Buy |
338,246
+57,831
| +21% | +$2.13M | 0.83% | 24 |
|
|
2021
Q1 | $9.92M | Buy |
280,415
+30,185
| +12% | +$1.07M | 0.72% | 26 |
|
|
2020
Q4 | $8.45M | Buy |
250,230
+38,160
| +18% | +$1.29M | 0.75% | 26 |
|
|
2020
Q3 | $6.21M | Buy |
212,070
+64,824
| +44% | +$1.9M | 0.68% | 24 |
|
|
2020
Q2 | $4.07M | Sell |
147,246
-8,452
| -5% | -$233K | 0.51% | 30 |
|
|
2020
Q1 | $3.73M | Buy |
155,698
+93,777
| +151% | +$2.24M | 0.55% | 31 |
|
|
2019
Q4 | $1.94M | Buy |
61,921
+995
| +2% | +$31.2K | 0.25% | 53 |
|
|
2019
Q3 | $1.79M | Buy |
60,926
+2,784
| +5% | +$81.7K | 0.26% | 50 |
|
|
2019
Q2 | $1.72M | Buy |
58,142
+8,090
| +16% | +$239K | 0.27% | 54 |
|
|
2019
Q1 | $1.46M | Buy |
50,052
+4,837
| +11% | +$141K | 0.25% | 60 |
|
|
2018
Q4 | $1.2M | Sell |
45,215
-5,834
| -11% | -$154K | 0.23% | 62 |
|
|
2018
Q3 | $1.57M | Buy |
51,049
+932
| +2% | +$28.7K | 0.29% | 51 |
|
|
2018
Q2 | $1.52M | Sell |
50,117
-172
| -0.3% | -$5.23K | 0.3% | 50 |
|
|
2018
Q1 | $1.58M | Buy |
50,289
+3,550
| +8% | +$112K | 0.36% | 43 |
|
|
2017
Q4 | $1.48M | Buy |
46,739
+3,110
| +7% | +$98.6K | 0.38% | 36 |
|
|
2017
Q3 | $1.34M | Buy |
+43,629
| New | +$1.34M | 0.4% | 34 |
|