Number of Shares
1.01 Mil
Current Holdings Value*
$40.75 Mil
% of Portfolio
7.34%
Total Estimate Gain
$9.34 Mil
% of Total Estimate Gain
26.25%

Boston Standard Wealth Management, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-06-30, Boston Standard Wealth Management, LLC held 1.01 Mil shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $40.75 Mil. This investment constitutes 7.34% of their stock portfolio, and Boston Standard Wealth Management, LLC now holds 0.15% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2018Q3. And since then Boston Standard Wealth Management, LLC has made 22 purchases of SPDW, at an average price of $31.43, for a total of 1.13 Mil shares. In addition, there have been 5 sales at an average price of $33.41 for 125,703.00 shares. Based on historical transaction data and SPDW's current price of $40.46, Boston Standard Wealth Management, LLC's estimated gain on his SPDW holdings is $9.34 Mil, reflecting a 26.25% gain to date.

Boston Standard Wealth Management, LLC SPDW ($40.46) Holding Chart

Boston Standard Wealth Management, LLC SPDW ($40.46) 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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