Number of Shares
473,195.00
Current Holdings Value*
$19.16 Mil
% of Portfolio
1.43%
Total Estimate Gain
$5.19 Mil
% of Total Estimate Gain
36.20%

Fiduciary Alliance LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-06-30, Fiduciary Alliance LLC held 473,195.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $19.16 Mil. This investment constitutes 1.43% of their stock portfolio, and Fiduciary Alliance LLC now holds 0.07% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2022Q4. And since then Fiduciary Alliance LLC has made 8 purchases of SPDW, at an average price of $29.44, for a total of 486,897.00 shares. In addition, there have been 2 sales at an average price of $35.65 for 13,702.00 shares. Based on historical transaction data and SPDW's current price of $40.22, Fiduciary Alliance LLC's estimated gain on his SPDW holdings is $5.19 Mil, reflecting a 36.20% gain to date.

Fiduciary Alliance LLC SPDW ($40.22) Holding Chart

Fiduciary Alliance 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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