Goldstein Advisors, LLC SPDW Holdings History
Goldstein Advisors, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Goldstein Advisors, LLC held 895,038.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $32.59 Mil. This investment constitutes 4.77% of their stock portfolio, and Goldstein Advisors, LLC now holds 0.14% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2022Q4. And since then Goldstein Advisors, LLC has made 6 purchases of SPDW, at an average price of $33.38, for a total of 1.27 Mil shares. In addition, there have been 3 sales at an average price of $35.40 for 375,520.00 shares. Based on historical transaction data and SPDW's current price of $40.22, Goldstein Advisors, LLC's estimated gain on his SPDW holdings is $6.88 Mil, reflecting a 16.22% gain to date.
Goldstein Advisors, LLC SPDW ($40.22) Holding Chart
Goldstein Advisors, 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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