CW Advisors, LLC SPSM Holdings History
CW Advisors, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, CW Advisors, LLC held 1.11 Mil shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $45.42 Mil. This investment constitutes 0.54% of their stock portfolio, and CW Advisors, LLC now holds 0.42% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2021Q4. And since then CW Advisors, LLC has made 7 purchases of SPSM, at an average price of $40.11, for a total of 2.52 Mil shares. In addition, there have been 6 sales at an average price of $41.73 for 1.41 Mil shares. Based on historical transaction data and SPSM's current price of $43.59, CW Advisors, LLC's estimated gain on his SPSM holdings is $6.16 Mil, reflecting a 6.10% gain to date.
CW Advisors, LLC SPSM ($43.59) Holding Chart
CW Advisors, LLC SPSM ($43.59) 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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