GREAT VALLEY ADVISOR GROUP, INC. SPMD Holdings History
GREAT VALLEY ADVISOR GROUP, INC.'s SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, GREAT VALLEY ADVISOR GROUP, INC. held 638,790.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $32.69 Mil. This investment constitutes 0.7% of their stock portfolio, and GREAT VALLEY ADVISOR GROUP, INC. now holds 0.27% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2020Q3. And since then GREAT VALLEY ADVISOR GROUP, INC. has made 18 purchases of SPMD, at an average price of $47.25, for a total of 1.31 Mil shares. In addition, there have been 1 sales at an average price of $54.51 for 673,871.00 shares. Based on historical transaction data and SPMD's current price of $55.55, GREAT VALLEY ADVISOR GROUP, INC.'s estimated gain on his SPMD holdings is $10.19 Mil, reflecting a 16.44% gain to date.
GREAT VALLEY ADVISOR GROUP, INC. SPMD ($55.55) Holding Chart
GREAT VALLEY ADVISOR GROUP, INC. SPMD ($55.55) 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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