WealthPlan Investment Management’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 | $413K | Sell |
10,206
-387
| -4% | -$15.7K | 0.03% | 259 |
|
|
2025
Q1 | $386K | Sell |
10,593
-220
| -2% | -$8.01K | 0.04% | 200 |
|
|
2024
Q4 | $369K | Buy |
10,813
+1,517
| +16% | +$51.8K | 0.04% | 202 |
|
|
2024
Q3 | $349K | Buy |
+9,296
| New | +$349K | 0.04% | 187 |
|
|
2023
Q1 | – | Sell |
-8,754
| Closed | -$283K | – | 553 |
|
|
2022
Q4 | $283K | Hold |
8,754
| – | – | 0.02% | 327 |
|
|
2022
Q3 | $265K | Buy |
+8,754
| New | +$265K | 0.02% | 315 |
|
|
2022
Q1 | $257K | Buy |
+8,078
| New | +$257K | 0.02% | 342 |
|