CWM, LLC SPSM Holdings History

Number of Shares
1.64 Mil
Current Holdings Value*
$66.70 Mil
% of Portfolio
0.27%
Total Estimate Gain
$15.66 Mil
% of Total Estimate Gain
8.92%

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 $44.36, CWM, LLC's estimated gain on his SPSM holdings is $15.66 Mil, reflecting a 8.92% gain to date.

CWM, LLC SPSM ($44.36) Holding Chart

CWM, LLC SPSM ($44.36) 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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