Brio Consultants, LLC SPDW Holdings History
Brio Consultants, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Brio Consultants, LLC held 899,444.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $32.75 Mil. This investment constitutes 5.14% of their stock portfolio, and Brio Consultants, LLC now holds 0.13% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2018Q4. And since then Brio Consultants, LLC has made 11 purchases of SPDW, at an average price of $30.34, for a total of 1.71 Mil shares. In addition, there have been 12 sales at an average price of $29.07 for 815,336.00 shares. Based on historical transaction data and SPDW's current price of $40.67, Brio Consultants, LLC's estimated gain on his SPDW holdings is $8.25 Mil, reflecting a 15.85% gain to date.
Brio Consultants, LLC SPDW ($40.67) Holding Chart
Brio Consultants, LLC SPDW ($40.67) 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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