Number of Shares
502,815.00
Current Holdings Value*
$18.31 Mil
% of Portfolio
1.64%
Total Estimate Gain
$2.56 Mil
% of Total Estimate Gain
13.31%

Austin Private Wealth, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-03-31, Austin Private Wealth, LLC held 502,815.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $18.31 Mil. This investment constitutes 1.64% of their stock portfolio, and Austin Private Wealth, LLC now holds 0.08% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2022Q3. And since then Austin Private Wealth, LLC has made 8 purchases of SPDW, at an average price of $35.10, for a total of 548,611.00 shares. In addition, there have been 3 sales at an average price of $34.77 for 45,796.00 shares. Based on historical transaction data and SPDW's current price of $40.22, Austin Private Wealth, LLC's estimated gain on his SPDW holdings is $2.56 Mil, reflecting a 13.31% gain to date.

Austin Private Wealth, LLC SPDW ($40.22) Holding Chart

Austin Private Wealth, LLC SPDW ($40.22) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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