Financial Strategies Group, Inc. SPMD Holdings History
Financial Strategies Group, Inc.'s SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, Financial Strategies Group, Inc. held 368,091.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $17.74 Mil. This investment constitutes 4.2% of their stock portfolio, and Financial Strategies Group, Inc. now holds 0.16% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2020Q3. And since then Financial Strategies Group, Inc. has made 14 purchases of SPMD, at an average price of $38.21, for a total of 414,016.00 shares. In addition, there have been 5 sales at an average price of $48.71 for 45,925.00 shares. Based on historical transaction data and SPMD's current price of $55.60, Financial Strategies Group, Inc.'s estimated gain on his SPMD holdings is $6.88 Mil, reflecting a 43.52% gain to date.
Financial Strategies Group, Inc. SPMD ($55.60) Holding Chart
Financial Strategies Group, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
