Number of Shares
263,872.00
Current Holdings Value*
$13.50 Mil
% of Portfolio
3.27%
Total Estimate Gain
$14.82 Mil
% of Total Estimate Gain
10.02%

Financial Gravity Asset Management, Inc.'s SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary

As of 2025-03-31, Financial Gravity Asset Management, Inc. held 263,872.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $13.50 Mil. This investment constitutes 3.27% of their stock portfolio, and Financial Gravity Asset Management, Inc. now holds 0.11% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.

The initial trade took place in 2020Q4. And since then Financial Gravity Asset Management, Inc. has made 10 purchases of SPMD, at an average price of $45.64, for a total of 3.24 Mil shares. In addition, there have been 6 sales at an average price of $49.73 for 2.98 Mil shares. Based on historical transaction data and SPMD's current price of $55.60, Financial Gravity Asset Management, Inc.'s estimated gain on his SPMD holdings is $14.82 Mil, reflecting a 10.02% gain to date.

Financial Gravity Asset Management, Inc. SPMD ($55.60) Holding Chart

Financial Gravity Asset Management, 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