Optimist Retirement Group LLC SPDW Holdings History
Optimist Retirement Group LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Optimist Retirement Group LLC held 174,030.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $6.34 Mil. This investment constitutes 3.17% of their stock portfolio, and Optimist Retirement Group LLC now holds 0.03% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2023Q4. And since then Optimist Retirement Group LLC has made 5 purchases of SPDW, at an average price of $32.22, for a total of 174,030.00 shares. Based on historical transaction data and SPDW's current price of $40.67, Optimist Retirement Group LLC's estimated gain on his SPDW holdings is $1.47 Mil, reflecting a 26.21% gain to date.
Optimist Retirement Group LLC SPDW ($40.67) Holding Chart
Optimist Retirement 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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