HALBERT HARGROVE GLOBAL ADVISORS, LLC SPDW Holdings History
HALBERT HARGROVE GLOBAL ADVISORS, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-06-30, HALBERT HARGROVE GLOBAL ADVISORS, LLC held 1.57 Mil shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $63.37 Mil. This investment constitutes 3.31% of their stock portfolio, and HALBERT HARGROVE GLOBAL ADVISORS, LLC now holds 0.23% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2025Q2. And since then HALBERT HARGROVE GLOBAL ADVISORS, LLC has made 1 purchases of SPDW, at an average price of $38.31, for a total of 1.57 Mil shares. Based on historical transaction data and SPDW's current price of $40.46, HALBERT HARGROVE GLOBAL ADVISORS, LLC's estimated gain on his SPDW holdings is $3.36 Mil, reflecting a 5.61% gain to date.
HALBERT HARGROVE GLOBAL ADVISORS, LLC SPDW ($40.46) Holding Chart
HALBERT HARGROVE GLOBAL ADVISORS, LLC SPDW ($40.46) 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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