CLIFTONLARSONALLEN WEALTH ADVISORS, LLC SPSM Holdings History
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 3.00 Mil shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $122.44 Mil. This investment constitutes 2.28% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 1.12% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2023Q1. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 8 purchases of SPSM, at an average price of $40.24, for a total of 4.71 Mil shares. In addition, there have been 1 sales at an average price of $41.34 for 1.70 Mil shares. Based on historical transaction data and SPSM's current price of $44.09, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his SPSM holdings is $13.42 Mil, reflecting a 7.08% gain to date.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC SPSM ($44.09) Holding Chart
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC SPSM ($44.09) 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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