WFAG
Worth Financial Advisory Group’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 | $1.9M | Buy |
46,963
+455
| +1% | +$18.4K | 1.17% | 21 |
|
|
2025
Q1 | $1.69M | Sell |
46,508
-4,412
| -9% | -$161K | 1.08% | 20 |
|
|
2024
Q4 | $1.74M | Sell |
50,920
-8,704
| -15% | -$297K | 1.07% | 20 |
|
|
2024
Q3 | $2.24M | Buy |
59,624
+1,199
| +2% | +$45K | 1.32% | 17 |
|
|
2024
Q2 | $2.05M | Buy |
58,425
+5,053
| +9% | +$177K | 1.35% | 20 |
|
|
2024
Q1 | $1.91M | Buy |
53,372
+11,642
| +28% | +$417K | 1.33% | 19 |
|
|
2023
Q4 | $1.42M | Buy |
41,730
+2,745
| +7% | +$93.4K | 1.13% | 20 |
|
|
2023
Q3 | $1.21M | Buy |
38,985
+2,346
| +6% | +$72.7K | 1.09% | 22 |
|
|
2023
Q2 | $1.19M | Sell |
36,639
-176
| -0.5% | -$5.73K | 1.11% | 21 |
|
|
2023
Q1 | $1.18M | Buy |
36,815
+2,792
| +8% | +$89.7K | 1.13% | 20 |
|
|
2022
Q4 | $1.01M | Buy |
+34,023
| New | +$1.01M | 1.17% | 21 |
|