KWB Wealth SPDW Holdings History
KWB Wealth's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-06-30, KWB Wealth held 1.05 Mil shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $38.38 Mil. This investment constitutes 4.66% of their stock portfolio, and KWB Wealth now holds 0.16% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2020Q4. And since then KWB Wealth has made 6 purchases of SPDW, at an average price of $33.18, for a total of 2.09 Mil shares. In addition, there have been 11 sales at an average price of $33.34 for 1.03 Mil shares. Based on historical transaction data and SPDW's current price of $40.22, KWB Wealth's estimated gain on his SPDW holdings is $7.58 Mil, reflecting a 10.94% gain to date.
KWB Wealth SPDW ($40.22) Holding Chart
KWB Wealth 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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