Collaborative Wealth Managment Inc. SPMD Holdings History
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 $55.60, Collaborative Wealth Managment Inc.'s estimated gain on his SPMD holdings is $1.78 Mil, reflecting a 23.01% gain to date.
Collaborative Wealth Managment Inc. SPMD ($55.60) Holding Chart
Collaborative Wealth Managment Inc. SPMD ($55.60) 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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