Fox Financial, Inc SPSM Holdings History
Fox Financial, Inc's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Fox Financial, Inc held 5,350.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $218,070.00. This investment constitutes 0.21% of their stock portfolio, and Fox Financial, Inc now holds 0% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $42.09 for 359,640.00 shares. Based on historical transaction data and SPSM's current price of $44.38, Fox Financial, Inc's estimated gain on his SPSM holdings is $1.62 Mil, reflecting a 11.79% gain to date.
Fox Financial, Inc SPSM ($44.38) Holding Chart
Fox Financial, Inc SPSM ($44.38) 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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