Facet Wealth, Inc. SPMD Holdings History
Facet Wealth, Inc.'s SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, Facet Wealth, Inc. held 2.47 Mil shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $126.72 Mil. This investment constitutes 3.28% of their stock portfolio, and Facet Wealth, Inc. now holds 1.04% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2024Q4. And since then Facet Wealth, Inc. has made 1 purchases of SPMD, at an average price of $56.31, for a total of 2.56 Mil shares. In addition, there have been 1 sales at an average price of $54.51 for 92,508.00 shares. Based on historical transaction data and SPMD's current price of $55.94, Facet Wealth, Inc.'s estimated gain on his SPMD holdings is $-1.08 Mil, reflecting a -0.75% gain to date.
Facet Wealth, Inc. SPMD ($55.94) Holding Chart
Facet Wealth, Inc. SPMD ($55.94) 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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