Strategic Financial Planning, Inc. SPDW Holdings History
Strategic Financial Planning, Inc.'s SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Strategic Financial Planning, Inc. held 376,383.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $13.70 Mil. This investment constitutes 9.45% of their stock portfolio, and Strategic Financial Planning, Inc. now holds 0.06% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2019Q4. And since then Strategic Financial Planning, Inc. has made 12 purchases of SPDW, at an average price of $31.02, for a total of 515,010.00 shares. In addition, there have been 9 sales at an average price of $32.12 for 138,627.00 shares. Based on historical transaction data and SPDW's current price of $40.67, Strategic Financial Planning, Inc.'s estimated gain on his SPDW holdings is $3.78 Mil, reflecting a 23.68% gain to date.
Strategic Financial Planning, Inc. SPDW ($40.67) Holding Chart
Strategic Financial Planning, Inc. SPDW ($40.67) 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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