Number of Shares
2.20 Mil
Current Holdings Value*
$80.13 Mil
% of Portfolio
17.24%
Total Estimate Gain
$19.55 Mil
% of Total Estimate Gain
26.55%

McNamara Financial Services, Inc.'s SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-03-31, McNamara Financial Services, Inc. held 2.20 Mil shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $80.13 Mil. This investment constitutes 17.24% of their stock portfolio, and McNamara Financial Services, Inc. now holds 0.34% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2018Q3. And since then McNamara Financial Services, Inc. has made 24 purchases of SPDW, at an average price of $31.50, for a total of 2.34 Mil shares. In addition, there have been 3 sales at an average price of $35.46 for 136,864.00 shares. Based on historical transaction data and SPDW's current price of $40.14, McNamara Financial Services, Inc.'s estimated gain on his SPDW holdings is $19.55 Mil, reflecting a 26.55% gain to date.

McNamara Financial Services, Inc. SPDW ($40.14) Holding Chart

McNamara Financial Services, Inc. SPDW ($40.14) 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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