Bristlecone Advisors, LLC SPDW Holdings History
Bristlecone Advisors, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Bristlecone Advisors, LLC held 923,929.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $33.64 Mil. This investment constitutes 2.75% of their stock portfolio, and Bristlecone Advisors, LLC now holds 0.14% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2019Q2. And since then Bristlecone Advisors, LLC has made 16 purchases of SPDW, at an average price of $29.88, for a total of 1.05 Mil shares. In addition, there have been 8 sales at an average price of $32.35 for 122,777.00 shares. Based on historical transaction data and SPDW's current price of $40.22, Bristlecone Advisors, LLC's estimated gain on his SPDW holdings is $9.85 Mil, reflecting a 31.51% gain to date.
Bristlecone Advisors, LLC SPDW ($40.22) Holding Chart
Bristlecone Advisors, 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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