Defined Financial Planning LLC SPDW Holdings History
Defined Financial Planning LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-06-30, Defined Financial Planning LLC held 142,066.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $5.68 Mil. This investment constitutes 5.05% of their stock portfolio, and Defined Financial Planning LLC now holds 0.02% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2024Q4. And since then Defined Financial Planning LLC has made 2 purchases of SPDW, at an average price of $36.07, for a total of 142,066.00 shares. Based on historical transaction data and SPDW's current price of $41.29, Defined Financial Planning LLC's estimated gain on his SPDW holdings is $741,633.94, reflecting a 14.47% gain to date.
Defined Financial Planning LLC SPDW ($41.29) Holding Chart
Defined Financial Planning LLC SPDW ($41.29) 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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