Rodgers & Associates, LTD SPDW Holdings History
Rodgers & Associates, LTD's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Rodgers & Associates, LTD held 363,572.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $13.24 Mil. This investment constitutes 1.61% of their stock portfolio, and Rodgers & Associates, LTD now holds 0.06% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2020Q4. And since then Rodgers & Associates, LTD has made 13 purchases of SPDW, at an average price of $32.77, for a total of 393,766.00 shares. In addition, there have been 4 sales at an average price of $30.10 for 30,194.00 shares. Based on historical transaction data and SPDW's current price of $40.38, Rodgers & Associates, LTD's estimated gain on his SPDW holdings is $2.69 Mil, reflecting a 20.83% gain to date.
Rodgers & Associates, LTD SPDW ($40.38) Holding Chart
Rodgers & Associates, LTD 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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