Number of Shares
314,664.00
Current Holdings Value*
$13.40 Mil
% of Portfolio
1.04%
Total Estimate Gain
$3.17 Mil
% of Total Estimate Gain
26.28%

CAHABA WEALTH MANAGEMENT, INC.'s SPDR Portfolio S&P 600 Small Cap ETF Holding Summary

As of 2025-06-30, CAHABA WEALTH MANAGEMENT, INC. held 314,664.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $13.40 Mil. This investment constitutes 1.04% of their stock portfolio, and CAHABA WEALTH MANAGEMENT, INC. now holds 0.12% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.

The initial trade took place in 2018Q4. And since then CAHABA WEALTH MANAGEMENT, INC. has made 20 purchases of SPSM, at an average price of $35.02, for a total of 344,134.00 shares. In addition, there have been 7 sales at an average price of $41.59 for 29,470.00 shares. Based on historical transaction data and SPSM's current price of $44.47, CAHABA WEALTH MANAGEMENT, INC.'s estimated gain on his SPSM holdings is $3.17 Mil, reflecting a 26.28% gain to date.

CAHABA WEALTH MANAGEMENT, INC. SPSM ($44.47) Holding Chart

CAHABA WEALTH MANAGEMENT, INC. SPSM ($44.47) 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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