Number of Shares
119,070.00
Current Holdings Value*
$4.34 Mil
% of Portfolio
3.33%
Total Estimate Gain
$904,866.35
% of Total Estimate Gain
16.12%

RICHARDSON FINANCIAL SERVICES INC.'s SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-03-31, RICHARDSON FINANCIAL SERVICES INC. held 119,070.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $4.34 Mil. This investment constitutes 3.33% of their stock portfolio, and RICHARDSON FINANCIAL SERVICES INC. now holds 0.02% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2023Q4. And since then RICHARDSON FINANCIAL SERVICES INC. has made 3 purchases of SPDW, at an average price of $33.63, for a total of 166,924.00 shares. In addition, there have been 2 sales at an average price of $35.63 for 47,854.00 shares. Based on historical transaction data and SPDW's current price of $40.42, RICHARDSON FINANCIAL SERVICES INC.'s estimated gain on his SPDW holdings is $904,866.35, reflecting a 16.12% gain to date.

RICHARDSON FINANCIAL SERVICES INC. SPDW ($40.42) Holding Chart

RICHARDSON FINANCIAL SERVICES INC. SPDW ($40.42) 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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