WALLER FINANCIAL PLANNING GROUP, INC SPDW Holdings History
WALLER FINANCIAL PLANNING GROUP, INC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-06-30, WALLER FINANCIAL PLANNING GROUP, INC held 906,904.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $36.72 Mil. This investment constitutes 8.88% of their stock portfolio, and WALLER FINANCIAL PLANNING GROUP, INC now holds 0.14% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2018Q4. And since then WALLER FINANCIAL PLANNING GROUP, INC has made 20 purchases of SPDW, at an average price of $29.73, for a total of 1.39 Mil shares. In addition, there have been 6 sales at an average price of $33.75 for 484,015.00 shares. Based on historical transaction data and SPDW's current price of $40.24, WALLER FINANCIAL PLANNING GROUP, INC's estimated gain on his SPDW holdings is $11.49 Mil, reflecting a 27.78% gain to date.
WALLER FINANCIAL PLANNING GROUP, INC SPDW ($40.24) Holding Chart
WALLER FINANCIAL PLANNING GROUP, INC SPDW ($40.24) 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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