Lifestyle Asset Management, Inc. SPDW Holdings History
Lifestyle Asset Management, Inc.'s SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-06-30, Lifestyle Asset Management, Inc. held 170,991.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $6.92 Mil. This investment constitutes 3.23% of their stock portfolio, and Lifestyle Asset Management, Inc. now holds 0.03% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2023Q1. And since then Lifestyle Asset Management, Inc. has made 6 purchases of SPDW, at an average price of $32.41, for a total of 218,766.00 shares. In addition, there have been 5 sales at an average price of $34.27 for 47,775.00 shares. Based on historical transaction data and SPDW's current price of $41.53, Lifestyle Asset Management, Inc.'s estimated gain on his SPDW holdings is $1.65 Mil, reflecting a 23.25% gain to date.
Lifestyle Asset Management, Inc. SPDW ($41.53) Holding Chart
Lifestyle Asset Management, Inc. SPDW ($41.53) 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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