Clearstead Advisors, LLC SPDW Holdings History
Clearstead Advisors, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Clearstead Advisors, LLC held 2.69 Mil shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $97.96 Mil. This investment constitutes 1.52% of their stock portfolio, and Clearstead Advisors, LLC now holds 0.4% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2022Q1. And since then Clearstead Advisors, LLC has made 7 purchases of SPDW, at an average price of $35.60, for a total of 2.69 Mil shares. In addition, there have been 2 sales at an average price of $31.70 for 289.00 shares. Based on historical transaction data and SPDW's current price of $40.38, Clearstead Advisors, LLC's estimated gain on his SPDW holdings is $12.87 Mil, reflecting a 13.44% gain to date.
Clearstead Advisors, LLC SPDW ($40.38) Holding Chart
Clearstead Advisors, LLC SPDW ($40.38) 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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