Number of Shares
104,755.00
Current Holdings Value*
$4.27 Mil
% of Portfolio
2.9%
Total Estimate Gain
$99,781.23
% of Total Estimate Gain
2.18%

Hofer & Associates. Inc's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary

As of 2025-03-31, Hofer & Associates. Inc held 104,755.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $4.27 Mil. This investment constitutes 2.9% of their stock portfolio, and Hofer & Associates. Inc now holds 0.04% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.

The initial trade took place in 2021Q4. And since then Hofer & Associates. Inc has made 10 purchases of SPSM, at an average price of $43.14, for a total of 105,916.00 shares. In addition, there have been 3 sales at an average price of $44.04 for 1,161.00 shares. Based on historical transaction data and SPSM's current price of $44.08, Hofer & Associates. Inc's estimated gain on his SPSM holdings is $99,781.23, reflecting a 2.18% gain to date.

Hofer & Associates. Inc SPSM ($44.08) Holding Chart

Hofer & Associates. Inc SPSM ($44.08) 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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