OneAscent Financial Services LLC SPDW Holdings History
OneAscent Financial Services LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, OneAscent Financial Services LLC held 771,935.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $28.20 Mil. This investment constitutes 1.84% of their stock portfolio, and OneAscent Financial Services LLC now holds 0.12% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2023Q4. And since then OneAscent Financial Services LLC has made 4 purchases of SPDW, at an average price of $33.91, for a total of 1.64 Mil shares. In addition, there have been 2 sales at an average price of $36.04 for 865,968.00 shares. Based on historical transaction data and SPDW's current price of $40.38, OneAscent Financial Services LLC's estimated gain on his SPDW holdings is $6.84 Mil, reflecting a 12.31% gain to date.
OneAscent Financial Services LLC SPDW ($40.38) Holding Chart
OneAscent Financial Services LLC SPDW ($40.38) 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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