Strategies Wealth Advisors, LLC SPDW Holdings History
Strategies Wealth Advisors, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Strategies Wealth Advisors, LLC held 3.31 Mil shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $120.41 Mil. This investment constitutes 14.7% of their stock portfolio, and Strategies Wealth Advisors, LLC now holds 0.49% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2021Q4. And since then Strategies Wealth Advisors, LLC has made 9 purchases of SPDW, at an average price of $33.79, for a total of 3.31 Mil shares. In addition, there have been 2 sales at an average price of $31.33 for 1,074.00 shares. Based on historical transaction data and SPDW's current price of $41.58, Strategies Wealth Advisors, LLC's estimated gain on his SPDW holdings is $25.77 Mil, reflecting a 23.06% gain to date.
Strategies Wealth Advisors, LLC SPDW ($41.58) Holding Chart
Strategies Wealth Advisors, LLC SPDW ($41.58) 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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