Wolff Financial 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 | $241K | Buy |
5,963
+98
| +2% | +$3.96K | 0.06% | 89 |
|
|
2025
Q1 | $214K | Hold |
5,865
| – | – | 0.06% | 95 |
|
|
2024
Q4 | $200K | Buy |
5,865
+80
| +1% | +$2.73K | 0.06% | 93 |
|
|
2024
Q3 | $217K | Hold |
5,785
| – | – | 0.06% | 96 |
|
|
2024
Q2 | $203K | Buy |
5,785
+100
| +2% | +$3.51K | 0.15% | 42 |
|
|
2024
Q1 | $204K | Buy |
+5,685
| New | +$204K | 0.06% | 97 |
|
|
2022
Q3 | – | Sell |
-7,334
| Closed | -$212K | – | 100 |
|
|
2022
Q2 | $212K | Buy |
7,334
+114
| +2% | +$3.3K | 0.09% | 98 |
|
|
2022
Q1 | $248K | Hold |
7,220
| – | – | 0.1% | 94 |
|
|
2021
Q4 | $263K | Buy |
7,220
+876
| +14% | +$31.9K | 0.1% | 94 |
|
|
2021
Q3 | $230K | Buy |
+6,344
| New | +$230K | 0.2% | 37 |
|
|
2021
Q1 | $222K | Sell |
6,276
-1
| -0% | -$35 | 0.1% | 91 |
|
|
2020
Q4 | $212K | Buy |
+6,277
| New | +$212K | 0.11% | 86 |
|
|
2020
Q3 | – | Sell |
-7,594
| Closed | -$210K | – | 83 |
|
|
2020
Q2 | $210K | Sell |
7,594
-21,577
| -74% | -$597K | 0.13% | 80 |
|
|
2020
Q1 | $698K | Sell |
29,171
-1,562
| -5% | -$37.4K | 0.53% | 35 |
|
|
2019
Q4 | $964K | Buy |
30,733
+219
| +0.7% | +$6.87K | 0.64% | 33 |
|
|
2019
Q3 | $896K | Buy |
30,514
+470
| +2% | +$13.8K | 0.65% | 33 |
|
|
2019
Q2 | $889K | Buy |
30,044
+241
| +0.8% | +$7.13K | 0.68% | 33 |
|
|
2019
Q1 | $871K | Buy |
29,803
+1,771
| +6% | +$51.8K | 0.72% | 29 |
|
|
2018
Q4 | $741K | Buy |
+28,032
| New | +$741K | 0.72% | 30 |
|