Financial Insights, Inc. SPSM Holdings History
Financial Insights, Inc.'s SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-06-30, Financial Insights, Inc. held 211,555.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $9.01 Mil. This investment constitutes 3.29% of their stock portfolio, and Financial Insights, Inc. now holds 0.08% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2023Q4. And since then Financial Insights, Inc. has made 4 purchases of SPSM, at an average price of $38.41, for a total of 322,476.00 shares. In addition, there have been 3 sales at an average price of $43.79 for 110,921.00 shares. Based on historical transaction data and SPSM's current price of $44.35, Financial Insights, Inc.'s estimated gain on his SPSM holdings is $1.85 Mil, reflecting a 14.96% gain to date.
Financial Insights, Inc. SPSM ($44.35) Holding Chart
Financial Insights, Inc. SPSM ($44.35) 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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