HHM Wealth Advisors, LLC SPMD Holdings History
HHM Wealth Advisors, LLC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, HHM Wealth Advisors, LLC held 811,832.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $41.55 Mil. This investment constitutes 5.59% of their stock portfolio, and HHM Wealth Advisors, LLC now holds 0.34% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2023Q1. And since then HHM Wealth Advisors, LLC has made 8 purchases of SPMD, at an average price of $51.44, for a total of 811,832.00 shares. Based on historical transaction data and SPMD's current price of $54.80, HHM Wealth Advisors, LLC's estimated gain on his SPMD holdings is $2.73 Mil, reflecting a 6.54% gain to date.
HHM Wealth Advisors, LLC SPMD ($54.80) Holding Chart
HHM Wealth Advisors, LLC SPMD ($54.80) 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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