Mason & Associates, LLC SPDW Holdings History
Mason & Associates, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Mason & Associates, LLC held 398,781.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $14.52 Mil. This investment constitutes 4.18% of their stock portfolio, and Mason & Associates, LLC now holds 0.06% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2024Q2. And since then Mason & Associates, LLC has made 4 purchases of SPDW, at an average price of $35.65, for a total of 398,781.00 shares. Based on historical transaction data and SPDW's current price of $40.22, Mason & Associates, LLC's estimated gain on his SPDW holdings is $1.82 Mil, reflecting a 12.82% gain to date.
Mason & Associates, LLC SPDW ($40.22) Holding Chart
Mason & Associates, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
