Westside 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 | $121K | Hold |
2,990
| – | – | 0.02% | 314 |
|
|
2025
Q1 | $109K | Buy |
2,990
+125
| +4% | +$4.55K | 0.02% | 303 |
|
|
2024
Q4 | $97.8K | Hold |
2,865
| – | – | 0.02% | 314 |
|
|
2024
Q3 | $108K | Sell |
2,865
-128
| -4% | -$4.81K | 0.02% | 309 |
|
|
2024
Q2 | $105K | Buy |
2,993
+200
| +7% | +$7.02K | 0.02% | 300 |
|
|
2024
Q1 | $100K | Hold |
2,793
| – | – | 0.02% | 298 |
|
|
2023
Q4 | $95K | Hold |
2,793
| – | – | 0.02% | 286 |
|
|
2023
Q3 | $86.6K | Hold |
2,793
| – | – | 0.02% | 289 |
|
|
2023
Q2 | $90.9K | Hold |
2,793
| – | – | 0.03% | 285 |
|
|
2023
Q1 | $89.7K | Hold |
2,793
| – | – | 0.03% | 283 |
|
|
2022
Q4 | $82 | Hold |
2,793
| – | – | ﹤0.01% | 374 |
|
|
2022
Q3 | $72 | Hold |
2,793
| – | – | ﹤0.01% | 382 |
|
|
2022
Q2 | $80 | Hold |
2,793
| – | – | ﹤0.01% | 370 |
|
|
2022
Q1 | $95 | Buy |
2,793
+331
| +13% | +$11 | ﹤0.01% | 367 |
|
|
2021
Q4 | $89 | Hold |
2,462
| – | – | ﹤0.01% | 355 |
|
|
2021
Q3 | $89 | Sell |
2,462
-56
| -2% | -$2 | ﹤0.01% | 353 |
|
|
2021
Q2 | $92 | Buy |
2,518
+518
| +26% | +$19 | ﹤0.01% | 346 |
|
|
2021
Q1 | $70 | Hold |
2,000
| – | – | ﹤0.01% | 350 |
|
|
2020
Q4 | $67 | Hold |
2,000
| – | – | ﹤0.01% | 319 |
|
|
2020
Q3 | $58 | Hold |
2,000
| – | – | ﹤0.01% | 333 |
|
|
2020
Q2 | $55 | Hold |
2,000
| – | – | ﹤0.01% | 319 |
|
|
2020
Q1 | $47 | Buy |
+2,000
| New | +$47 | ﹤0.01% | 330 |
|
|
2019
Q2 | $1 | Buy |
+36
| New | +$1 | ﹤0.01% | 636 |
|