Berkeley Capital Partners, LLC SPMD Holdings History
Berkeley Capital Partners, LLC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, Berkeley Capital Partners, LLC held 131,945.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $6.75 Mil. This investment constitutes 1.86% of their stock portfolio, and Berkeley Capital Partners, LLC now holds 0.06% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2024Q1. And since then Berkeley Capital Partners, LLC has made 3 purchases of SPMD, at an average price of $49.99, for a total of 134,496.00 shares. In addition, there have been 2 sales at an average price of $51.76 for 2,551.00 shares. Based on historical transaction data and SPMD's current price of $56.37, Berkeley Capital Partners, LLC's estimated gain on his SPMD holdings is $845,908.88, reflecting a 12.58% gain to date.
Berkeley Capital Partners, LLC SPMD ($56.37) Holding Chart
Berkeley Capital Partners, LLC SPMD ($56.37) 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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