Number of Shares
53,674.00
Current Holdings Value*
$2.17 Mil
% of Portfolio
0.81%
Total Estimate Gain
$499,410.07
% of Total Estimate Gain
12.24%

Global Financial Private Client, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-06-30, Global Financial Private Client, LLC held 53,674.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $2.17 Mil. This investment constitutes 0.81% of their stock portfolio, and Global Financial Private Client, LLC now holds 0.01% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2019Q4. And since then Global Financial Private Client, LLC has made 10 purchases of SPDW, at an average price of $32.94, for a total of 123,801.00 shares. In addition, there have been 12 sales at an average price of $34.50 for 70,127.00 shares. Based on historical transaction data and SPDW's current price of $40.22, Global Financial Private Client, LLC's estimated gain on his SPDW holdings is $499,410.07, reflecting a 12.24% gain to date.

Global Financial Private Client, LLC SPDW ($40.22) Holding Chart

Global Financial Private Client, 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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