Number of Shares
169,855.00
Current Holdings Value*
$8.69 Mil
% of Portfolio
4.07%
Total Estimate Gain
$1.86 Mil
% of Total Estimate Gain
24.08%

Collaborative Wealth Managment Inc.'s SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary

As of 2025-03-31, Collaborative Wealth Managment Inc. held 169,855.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $8.69 Mil. This investment constitutes 4.07% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0.07% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.

The initial trade took place in 2021Q1. And since then Collaborative Wealth Managment Inc. has made 11 purchases of SPMD, at an average price of $45.08, for a total of 171,764.00 shares. In addition, there have been 1 sales at an average price of $42.31 for 1,909.00 shares. Based on historical transaction data and SPMD's current price of $56.09, Collaborative Wealth Managment Inc.'s estimated gain on his SPMD holdings is $1.86 Mil, reflecting a 24.08% gain to date.

Collaborative Wealth Managment Inc. SPMD ($56.09) Holding Chart

Collaborative Wealth Managment Inc. SPMD ($56.09) 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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