Berkeley Capital Partners, LLC SPSM Holdings History
Berkeley Capital Partners, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Berkeley Capital Partners, LLC held 164,399.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $6.70 Mil. This investment constitutes 1.84% of their stock portfolio, and Berkeley Capital Partners, LLC now holds 0.06% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2024Q1. And since then Berkeley Capital Partners, LLC has made 3 purchases of SPSM, at an average price of $41.58, for a total of 167,657.00 shares. In addition, there have been 2 sales at an average price of $42.02 for 3,258.00 shares. Based on historical transaction data and SPSM's current price of $41.93, Berkeley Capital Partners, LLC's estimated gain on his SPSM holdings is $59,684.99, reflecting a 0.86% gain to date.
Berkeley Capital Partners, LLC SPSM ($41.93) Holding Chart
Berkeley Capital Partners, LLC SPSM ($41.93) 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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