GREAT VALLEY ADVISOR GROUP, INC. SPSM Holdings History
GREAT VALLEY ADVISOR GROUP, INC.'s SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, GREAT VALLEY ADVISOR GROUP, INC. held 985,613.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $40.17 Mil. This investment constitutes 0.86% of their stock portfolio, and GREAT VALLEY ADVISOR GROUP, INC. now holds 0.37% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2020Q3. And since then GREAT VALLEY ADVISOR GROUP, INC. has made 17 purchases of SPSM, at an average price of $40.08, for a total of 1.54 Mil shares. In addition, there have been 2 sales at an average price of $42.41 for 557,334.00 shares. Based on historical transaction data and SPSM's current price of $43.59, GREAT VALLEY ADVISOR GROUP, INC.'s estimated gain on his SPSM holdings is $4.75 Mil, reflecting a 7.69% gain to date.
GREAT VALLEY ADVISOR GROUP, INC. SPSM ($43.59) Holding Chart
GREAT VALLEY ADVISOR GROUP, INC. SPSM ($43.59) 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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