Number of Shares
4,344.00
Current Holdings Value*
$236,220.00
% of Portfolio
0.15%
Total Estimate Gain
$-380,143.92
% of Total Estimate Gain
-7.91%

Broadway Wealth Solutions, Inc.'s SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary

As of 2025-06-30, Broadway Wealth Solutions, Inc. held 4,344.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $236,220.00. This investment constitutes 0.15% of their stock portfolio, and Broadway Wealth Solutions, Inc. now holds 0% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.

The initial trade took place in 2024Q4. And since then Broadway Wealth Solutions, Inc. has made 1 purchases of SPMD, at an average price of $56.20, for a total of 85,512.00 shares. In addition, there have been 1 sales at an average price of $51.50 for 81,168.00 shares. Based on historical transaction data and SPMD's current price of $56.45, Broadway Wealth Solutions, Inc.'s estimated gain on his SPMD holdings is $-380,143.92, reflecting a -7.91% gain to date.

Broadway Wealth Solutions, Inc. SPMD ($56.45) Holding Chart

Broadway Wealth Solutions, Inc. SPMD ($56.45) 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 %

Top Ranked Articles

  • 1