O'Connor Financial Group LLC SPDW Holdings History
O'Connor Financial Group LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-06-30, O'Connor Financial Group LLC held 288,492.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $11.72 Mil. This investment constitutes 5.17% of their stock portfolio, and O'Connor Financial Group LLC now holds 0.04% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2023Q1. And since then O'Connor Financial Group LLC has made 8 purchases of SPDW, at an average price of $32.67, for a total of 291,039.00 shares. In addition, there have been 1 sales at an average price of $38.31 for 2,547.00 shares. Based on historical transaction data and SPDW's current price of $40.67, O'Connor Financial Group LLC's estimated gain on his SPDW holdings is $2.32 Mil, reflecting a 24.41% gain to date.
O'Connor Financial Group LLC SPDW ($40.67) Holding Chart
O'Connor Financial Group LLC SPDW ($40.67) 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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