WFS
Weitzel Financial Services’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 | $2.87M | Buy |
69,944
+5,393
| +8% | +$222K | 1.22% | 17 |
|
|
2025
Q1 | $2.31M | Buy |
64,551
+2,154
| +3% | +$77.2K | 1.1% | 18 |
|
|
2024
Q4 | $2.14M | Buy |
62,397
+134
| +0.2% | +$4.59K | 1.01% | 18 |
|
|
2024
Q3 | $2.33M | Buy |
62,263
+1,143
| +2% | +$42.7K | 1.09% | 19 |
|
|
2024
Q2 | $2.15M | Sell |
61,120
-1,052
| -2% | -$36.9K | 1.07% | 19 |
|
|
2024
Q1 | $2.21M | Sell |
62,172
-3,503
| -5% | -$125K | 1.12% | 19 |
|
|
2023
Q4 | $2.22M | Buy |
65,675
+1,292
| +2% | +$43.6K | 1.19% | 20 |
|
|
2023
Q3 | $1.94M | Sell |
64,383
-3,993
| -6% | -$120K | 1.13% | 19 |
|
|
2023
Q2 | $2.22M | Buy |
68,376
+2,362
| +4% | +$76.9K | 1.26% | 17 |
|
|
2023
Q1 | $2.14M | Sell |
66,014
-1,136
| -2% | -$36.8K | 1.29% | 15 |
|
|
2022
Q4 | $1.99M | Sell |
67,150
-2,142
| -3% | -$63.6K | 1.27% | 16 |
|
|
2022
Q3 | $1.79M | Sell |
69,292
-14,170
| -17% | -$366K | 1.26% | 16 |
|
|
2022
Q2 | $2.41M | Sell |
83,462
-4,090
| -5% | -$118K | 1.62% | 14 |
|
|
2022
Q1 | $3M | Sell |
87,552
-1,136
| -1% | -$38.9K | 1.92% | 11 |
|
|
2021
Q4 | $3.24M | Buy |
88,688
+3,438
| +4% | +$125K | 1.95% | 10 |
|
|
2021
Q3 | $3.1M | Sell |
85,250
-2,857,609
| -97% | -$104M | 2.01% | 10 |
|
|
2021
Q2 | $80M | Buy |
2,942,859
+2,864,304
| +3,646% | +$77.8M | 2.82% | 7 |
|
|
2021
Q1 | $2.84M | Sell |
78,555
-2,344
| -3% | -$84.7K | 1.98% | 11 |
|
|
2020
Q4 | $2.88M | Buy |
+80,899
| New | +$2.88M | 2.15% | 10 |
|