Bay Capital Advisors, LLC SPDW Holdings History
Number of Shares
144,815.00
Current Holdings Value*
$5.86 Mil
% of Portfolio
4.47%
Total Estimate Gain
$606,625.25
% of Total Estimate Gain
11.50%
Bay Capital Advisors, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-06-30, Bay Capital Advisors, LLC held 144,815.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $5.86 Mil. This investment constitutes 4.47% of their stock portfolio, and Bay Capital Advisors, LLC now holds 0.02% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2024Q4. And since then Bay Capital Advisors, LLC has made 2 purchases of SPDW, at an average price of $36.41, for a total of 144,815.00 shares. Based on historical transaction data and SPDW's current price of $40.60, Bay Capital Advisors, LLC's estimated gain on his SPDW holdings is $606,625.25, reflecting a 11.50% gain to date.
Bay Capital Advisors, LLC SPDW ($40.60) Holding Chart
Bay Capital Advisors, LLC SPDW ($40.60) 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 % |
Top Ranked Articles
- 1