Number of Shares
346,006.00
Current Holdings Value*
$14.10 Mil
% of Portfolio
3.41%
Total Estimate Gain
$11.32 Mil
% of Total Estimate Gain
7.14%

Financial Gravity Asset Management, Inc.'s SPDR Portfolio S&P 600 Small Cap ETF Holding Summary

As of 2025-03-31, Financial Gravity Asset Management, Inc. held 346,006.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $14.10 Mil. This investment constitutes 3.41% of their stock portfolio, and Financial Gravity Asset Management, Inc. now holds 0.13% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.

The initial trade took place in 2019Q4. And since then Financial Gravity Asset Management, Inc. has made 11 purchases of SPSM, at an average price of $38.67, for a total of 4.10 Mil shares. In addition, there have been 8 sales at an average price of $41.20 for 3.76 Mil shares. Based on historical transaction data and SPSM's current price of $43.96, Financial Gravity Asset Management, Inc.'s estimated gain on his SPSM holdings is $11.32 Mil, reflecting a 7.14% gain to date.

Financial Gravity Asset Management, Inc. SPSM ($43.96) Holding Chart

Financial Gravity Asset Management, Inc. SPSM ($43.96) 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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