Schneider Downs Wealth Management Advisors, LP SPDW Holdings History
Schneider Downs Wealth Management Advisors, LP's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Schneider Downs Wealth Management Advisors, LP held 1.58 Mil shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $57.39 Mil. This investment constitutes 10.4% of their stock portfolio, and Schneider Downs Wealth Management Advisors, LP now holds 0.24% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2020Q1. And since then Schneider Downs Wealth Management Advisors, LP has made 18 purchases of SPDW, at an average price of $31.09, for a total of 2.28 Mil shares. In addition, there have been 3 sales at an average price of $26.35 for 704,151.00 shares. Based on historical transaction data and SPDW's current price of $40.64, Schneider Downs Wealth Management Advisors, LP's estimated gain on his SPDW holdings is $11.72 Mil, reflecting a 16.54% gain to date.
Schneider Downs Wealth Management Advisors, LP SPDW ($40.64) Holding Chart
Schneider Downs Wealth Management Advisors, LP SPDW ($40.64) 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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