Number of Shares
275,994.00
Current Holdings Value*
$10.05 Mil
% of Portfolio
5.6%
Total Estimate Gain
$1.28 Mil
% of Total Estimate Gain
0.35%

HORIZON FINANCIAL SERVICES, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-03-31, HORIZON FINANCIAL SERVICES, LLC held 275,994.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $10.05 Mil. This investment constitutes 5.6% of their stock portfolio, and HORIZON FINANCIAL SERVICES, LLC now holds 0.04% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2021Q2. And since then HORIZON FINANCIAL SERVICES, LLC has made 13 purchases of SPDW, at an average price of $36.12, for a total of 10.07 Mil shares. In addition, there have been 4 sales at an average price of $36.13 for 9.79 Mil shares. Based on historical transaction data and SPDW's current price of $40.67, HORIZON FINANCIAL SERVICES, LLC's estimated gain on his SPDW holdings is $1.28 Mil, reflecting a 0.35% gain to date.

HORIZON FINANCIAL SERVICES, LLC SPDW ($40.67) Holding Chart

HORIZON FINANCIAL SERVICES, LLC SPDW ($40.67) 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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