TPG Financial Advisors, LLC SPDW Holdings History
TPG Financial Advisors, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, TPG Financial Advisors, LLC held 248,776.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $9.06 Mil. This investment constitutes 4% of their stock portfolio, and TPG Financial Advisors, LLC now holds 0.04% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2018Q4. And since then TPG Financial Advisors, LLC has made 16 purchases of SPDW, at an average price of $30.91, for a total of 352,464.00 shares. In addition, there have been 8 sales at an average price of $31.35 for 103,688.00 shares. Based on historical transaction data and SPDW's current price of $40.22, TPG Financial Advisors, LLC's estimated gain on his SPDW holdings is $2.36 Mil, reflecting a 21.69% gain to date.
TPG Financial Advisors, LLC SPDW ($40.22) Holding Chart
TPG Financial Advisors, LLC SPDW ($40.22) 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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