Gradient Capital Advisors, LLC SPDW Holdings History
Gradient Capital Advisors, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Gradient Capital Advisors, LLC held 347,539.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $12.65 Mil. This investment constitutes 4.13% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0.05% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2019Q2. And since then Gradient Capital Advisors, LLC has made 22 purchases of SPDW, at an average price of $32.17, for a total of 371,467.00 shares. In addition, there have been 2 sales at an average price of $34.23 for 23,928.00 shares. Based on historical transaction data and SPDW's current price of $40.17, Gradient Capital Advisors, LLC's estimated gain on his SPDW holdings is $2.83 Mil, reflecting a 23.65% gain to date.
Gradient Capital Advisors, LLC SPDW ($40.17) Holding Chart
Gradient Capital Advisors, LLC SPDW ($40.17) 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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