Fund Evaluation Group, LLC SPSM Holdings History
Fund Evaluation Group, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Fund Evaluation Group, LLC held 556,695.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $22.69 Mil. This investment constitutes 0.98% of their stock portfolio, and Fund Evaluation Group, LLC now holds 0.21% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2023Q2. And since then Fund Evaluation Group, LLC has made 5 purchases of SPSM, at an average price of $46.38, for a total of 2.57 Mil shares. In addition, there have been 3 sales at an average price of $44.05 for 2.02 Mil shares. Based on historical transaction data and SPSM's current price of $42.39, Fund Evaluation Group, LLC's estimated gain on his SPSM holdings is $-6.91 Mil, reflecting a -5.79% gain to date.
Fund Evaluation Group, LLC SPSM ($42.39) Holding Chart
Fund Evaluation Group, LLC SPSM ($42.39) 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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