Financial Security Advisor, Inc. SPSM Holdings History
Financial Security Advisor, Inc.'s SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Financial Security Advisor, Inc. held 340,146.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $13.86 Mil. This investment constitutes 3.52% of their stock portfolio, and Financial Security Advisor, Inc. now holds 0.13% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2023Q3. And since then Financial Security Advisor, Inc. has made 1 purchases of SPSM, at an average price of $38.95, for a total of 457,613.00 shares. In addition, there have been 5 sales at an average price of $45.66 for 117,467.00 shares. Based on historical transaction data and SPSM's current price of $43.69, Financial Security Advisor, Inc.'s estimated gain on his SPSM holdings is $2.40 Mil, reflecting a 13.47% gain to date.
Financial Security Advisor, Inc. SPSM ($43.69) Holding Chart
Financial Security Advisor, Inc. SPSM ($43.69) 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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