ProVise Management Group, LLC SPDW Holdings History
ProVise Management Group, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, ProVise Management Group, LLC held 767,617.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $27.95 Mil. This investment constitutes 2.37% of their stock portfolio, and ProVise Management Group, LLC now holds 0.11% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2020Q4. And since then ProVise Management Group, LLC has made 17 purchases of SPDW, at an average price of $33.74, for a total of 771,404.00 shares. In addition, there have been 1 sales at an average price of $32.14 for 3,787.00 shares. Based on historical transaction data and SPDW's current price of $40.00, ProVise Management Group, LLC's estimated gain on his SPDW holdings is $4.80 Mil, reflecting a 18.45% gain to date.
ProVise Management Group, LLC SPDW ($40.00) Holding Chart
ProVise Management Group, LLC SPDW ($40.00) 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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