Creative Planning SPDW Holdings History
Creative Planning's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Creative Planning held 86.62 Mil shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $3.15 Bil. This investment constitutes 2.97% of their stock portfolio, and Creative Planning now holds 12.94% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2018Q1. And since then Creative Planning has made 24 purchases of SPDW, at an average price of $32.15, for a total of 90.34 Mil shares. In addition, there have been 4 sales at an average price of $31.73 for 3.72 Mil shares. Based on historical transaction data and SPDW's current price of $40.22, Creative Planning's estimated gain on his SPDW holdings is $697.73 Mil, reflecting a 24.03% gain to date.
Creative Planning SPDW ($40.22) Holding Chart
Creative Planning 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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