GeoWealth Management, LLC SPDW Holdings History
GeoWealth Management, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 2.34 Mil shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $85.12 Mil. This investment constitutes 3.42% of their stock portfolio, and GeoWealth Management, LLC now holds 0.36% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2019Q3. And since then GeoWealth Management, LLC has made 16 purchases of SPDW, at an average price of $34.02, for a total of 2.77 Mil shares. In addition, there have been 7 sales at an average price of $35.42 for 427,458.00 shares. Based on historical transaction data and SPDW's current price of $41.29, GeoWealth Management, LLC's estimated gain on his SPDW holdings is $17.60 Mil, reflecting a 18.71% gain to date.
GeoWealth Management, LLC SPDW ($41.29) Holding Chart
GeoWealth Management, 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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