Callan Capital, LLC SPDW Holdings History

Number of Shares
1.09 Mil
Current Holdings Value*
$39.53 Mil
% of Portfolio
2.92%
Total Estimate Gain
$13.74 Mil
% of Total Estimate Gain
18.98%

Callan Capital, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-03-31, Callan Capital, LLC held 1.09 Mil shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $39.53 Mil. This investment constitutes 2.92% of their stock portfolio, and Callan Capital, LLC now holds 0.16% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2021Q4. And since then Callan Capital, LLC has made 9 purchases of SPDW, at an average price of $32.54, for a total of 2.22 Mil shares. In addition, there have been 5 sales at an average price of $35.98 for 1.14 Mil shares. Based on historical transaction data and SPDW's current price of $41.58, Callan Capital, LLC's estimated gain on his SPDW holdings is $13.74 Mil, reflecting a 18.98% gain to date.

Callan Capital, LLC SPDW ($41.58) Holding Chart

Callan Capital, LLC SPDW ($41.58) 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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