CWM, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, CWM, LLC held 1.64 Mil shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $66.70 Mil. This investment constitutes 0.27% of their stock portfolio, and CWM, LLC now holds 0.62% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2019Q1. And since then CWM, LLC has made 11 purchases of SPSM, at an average price of $40.53, for a total of 4.33 Mil shares. In addition, there have been 4 sales at an average price of $44.01 for 2.69 Mil shares. Based on historical transaction data and SPSM's current price of $43.76, CWM, LLC's estimated gain on his SPSM holdings is $14.68 Mil, reflecting a 8.36% gain to date.
CWM, LLC SPSM ($43.76) Holding Chart
CWM, LLC SPSM ($43.76) 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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