Number of Shares
101,677.00
Current Holdings Value*
$3.70 Mil
% of Portfolio
2.3%
Total Estimate Gain
$475,707.25
% of Total Estimate Gain
13.02%

Smith Thornton Advisors LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-03-31, Smith Thornton Advisors LLC held 101,677.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $3.70 Mil. This investment constitutes 2.3% of their stock portfolio, and Smith Thornton Advisors LLC now holds 0.02% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2024Q2. And since then Smith Thornton Advisors LLC has made 2 purchases of SPDW, at an average price of $35.64, for a total of 102,500.00 shares. In addition, there have been 1 sales at an average price of $35.78 for 823.00 shares. Based on historical transaction data and SPDW's current price of $40.32, Smith Thornton Advisors LLC's estimated gain on his SPDW holdings is $475,707.25, reflecting a 13.02% gain to date.

Smith Thornton Advisors LLC SPDW ($40.32) Holding Chart

Smith Thornton Advisors LLC SPDW ($40.32) 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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