JDM Financial Group LLC SPDW Holdings History
JDM Financial Group LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, JDM Financial Group LLC held 405,031.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $14.75 Mil. This investment constitutes 7.48% of their stock portfolio, and JDM Financial Group LLC now holds 0.06% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2022Q4. And since then JDM Financial Group LLC has made 6 purchases of SPDW, at an average price of $31.00, for a total of 427,447.00 shares. In addition, there have been 3 sales at an average price of $31.92 for 22,416.00 shares. Based on historical transaction data and SPDW's current price of $40.08, JDM Financial Group LLC's estimated gain on his SPDW holdings is $3.70 Mil, reflecting a 27.93% gain to date.
JDM Financial Group LLC SPDW ($40.08) Holding Chart
JDM Financial Group LLC SPDW ($40.08) 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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