Caitlin John, LLC SPDW Holdings History

Number of Shares
56,185.00
Current Holdings Value*
$2.27 Mil
% of Portfolio
2.07%
Total Estimate Gain
$188,011.18
% of Total Estimate Gain
8.86%

Caitlin John, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-06-30, Caitlin John, LLC held 56,185.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $2.27 Mil. This investment constitutes 2.07% of their stock portfolio, and Caitlin John, LLC now holds 0.01% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2023Q4. And since then Caitlin John, LLC has made 4 purchases of SPDW, at an average price of $36.85, for a total of 57,580.00 shares. In addition, there have been 2 sales at an average price of $36.10 for 1,395.00 shares. Based on historical transaction data and SPDW's current price of $40.22, Caitlin John, LLC's estimated gain on his SPDW holdings is $188,011.18, reflecting a 8.86% gain to date.

Caitlin John, LLC SPDW ($40.22) Holding Chart

Caitlin John, 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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