Number of Shares
433,645.00
Current Holdings Value*
$23.58 Mil
% of Portfolio
1.83%
Total Estimate Gain
$6.78 Mil
% of Total Estimate Gain
35.27%

CAHABA WEALTH MANAGEMENT, INC.'s SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary

As of 2025-06-30, CAHABA WEALTH MANAGEMENT, INC. held 433,645.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $23.58 Mil. This investment constitutes 1.83% of their stock portfolio, and CAHABA WEALTH MANAGEMENT, INC. now holds 0.18% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.

The initial trade took place in 2020Q3. And since then CAHABA WEALTH MANAGEMENT, INC. has made 16 purchases of SPMD, at an average price of $41.36, for a total of 464,774.00 shares. In addition, there have been 4 sales at an average price of $48.85 for 31,129.00 shares. Based on historical transaction data and SPMD's current price of $56.45, CAHABA WEALTH MANAGEMENT, INC.'s estimated gain on his SPMD holdings is $6.78 Mil, reflecting a 35.27% gain to date.

CAHABA WEALTH MANAGEMENT, INC. SPMD ($56.45) Holding Chart

CAHABA WEALTH MANAGEMENT, 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 %

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