Number of Shares
65.21 Mil
Current Holdings Value*
$2.37 Bil
% of Portfolio
5.09%
Total Estimate Gain
$554.52 Mil
% of Total Estimate Gain
25.79%

Financial Engines Advisors L.L.C.'s SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-03-31, Financial Engines Advisors L.L.C. held 65.21 Mil shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $2.37 Bil. This investment constitutes 5.09% of their stock portfolio, and Financial Engines Advisors L.L.C. now holds 9.92% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2019Q1. And since then Financial Engines Advisors L.L.C. has made 22 purchases of SPDW, at an average price of $32.21, for a total of 66.76 Mil shares. In addition, there have been 2 sales at an average price of $36.09 for 1.55 Mil shares. Based on historical transaction data and SPDW's current price of $40.63, Financial Engines Advisors L.L.C.'s estimated gain on his SPDW holdings is $554.52 Mil, reflecting a 25.79% gain to date.

Financial Engines Advisors L.L.C. SPDW ($40.63) Holding Chart

Financial Engines Advisors L.L.C. SPDW ($40.63) 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 %

Top Ranked Articles

  • 1