Cornerstone Wealth Management, LLC SPMD Holdings History
Cornerstone Wealth Management, LLC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, Cornerstone Wealth Management, LLC held 1.04 Mil shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $53.15 Mil. This investment constitutes 3.6% of their stock portfolio, and Cornerstone Wealth Management, LLC now holds 0.44% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2020Q4. And since then Cornerstone Wealth Management, LLC has made 14 purchases of SPMD, at an average price of $46.77, for a total of 1.30 Mil shares. In addition, there have been 3 sales at an average price of $45.62 for 263,030.00 shares. Based on historical transaction data and SPMD's current price of $55.62, Cornerstone Wealth Management, LLC's estimated gain on his SPMD holdings is $8.89 Mil, reflecting a 14.60% gain to date.
Cornerstone Wealth Management, LLC SPMD ($55.62) Holding Chart
Cornerstone Wealth Management, LLC SPMD ($55.62) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
