Portside Wealth Group, LLC SPDW Holdings History
Portside Wealth Group, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Portside Wealth Group, LLC held 284,960.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $10.38 Mil. This investment constitutes 1.69% of their stock portfolio, and Portside Wealth Group, LLC now holds 0.04% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2023Q2. And since then Portside Wealth Group, LLC has made 7 purchases of SPDW, at an average price of $33.26, for a total of 284,960.00 shares. Based on historical transaction data and SPDW's current price of $39.64, Portside Wealth Group, LLC's estimated gain on his SPDW holdings is $1.82 Mil, reflecting a 19.20% gain to date.
Portside Wealth Group, LLC SPDW ($39.64) Holding Chart
Portside Wealth Group, LLC SPDW ($39.64) 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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