YHB Investment Advisors’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 | $5.65M | Buy |
139,581
+2,990
| +2% | +$121K | 0.44% | 60 |
|
|
2025
Q1 | $4.97M | Sell |
136,591
-1,360
| -1% | -$49.5K | 0.42% | 64 |
|
|
2024
Q4 | $4.71M | Buy |
137,951
+1,476
| +1% | +$50.4K | 0.39% | 65 |
|
|
2024
Q3 | $5.13M | Sell |
136,475
-1,290
| -0.9% | -$48.5K | 0.42% | 59 |
|
|
2024
Q2 | $4.83M | Sell |
137,765
-254
| -0.2% | -$8.91K | 0.42% | 59 |
|
|
2024
Q1 | $4.95M | Buy |
138,019
+13,282
| +11% | +$476K | 0.44% | 60 |
|
|
2023
Q4 | $4.24M | Sell |
124,737
-10,385
| -8% | -$353K | 0.41% | 64 |
|
|
2023
Q3 | $4.19M | Buy |
135,122
+17,165
| +15% | +$532K | 0.39% | 71 |
|
|
2023
Q2 | $3.84M | Buy |
117,957
+83,993
| +247% | +$2.73M | 0.36% | 77 |
|
|
2023
Q1 | $1.09M | Sell |
33,964
-325
| -0.9% | -$10.4K | 0.11% | 140 |
|
|
2022
Q4 | $1.02M | Buy |
34,289
+1,714
| +5% | +$50.9K | 0.11% | 142 |
|
|
2022
Q3 | $840K | Sell |
32,575
-6,171
| -16% | -$159K | 0.09% | 152 |
|
|
2022
Q2 | $1.12M | Buy |
38,746
+539
| +1% | +$15.5K | 0.12% | 136 |
|
|
2022
Q1 | $1.31M | Sell |
38,207
-630
| -2% | -$21.6K | 0.12% | 145 |
|
|
2021
Q4 | $1.42M | Sell |
38,837
-2,677
| -6% | -$97.7K | 0.11% | 155 |
|
|
2021
Q3 | $1.5M | Buy |
41,514
+1,177
| +3% | +$42.6K | 0.13% | 145 |
|
|
2021
Q2 | $1.48M | Buy |
40,337
+2,351
| +6% | +$86.5K | 0.13% | 148 |
|
|
2021
Q1 | $1.41M | Buy |
37,986
+2,266
| +6% | +$83.9K | 0.12% | 148 |
|
|
2020
Q4 | $1.21M | Sell |
35,720
-1,004
| -3% | -$33.9K | 0.11% | 151 |
|
|
2020
Q3 | $1.08M | Buy |
+36,724
| New | +$1.08M | 0.12% | 151 |
|