Hughes Financial Services, LLC SPSM Holdings History
Number of Shares
602,705.00
Current Holdings Value*
$24.64 Mil
% of Portfolio
4.82%
Total Estimate Gain
$-1.58 Mil
% of Total Estimate Gain
-5.54%
Hughes Financial Services, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Hughes Financial Services, LLC held 602,705.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $24.64 Mil. This investment constitutes 4.82% of their stock portfolio, and Hughes Financial Services, LLC now holds 0.23% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $44.05 for 8,599.00 shares. Based on historical transaction data and SPSM's current price of $43.96, Hughes Financial Services, LLC's estimated gain on his SPSM holdings is $-1.58 Mil, reflecting a -5.54% gain to date.
Hughes Financial Services, LLC SPSM ($43.96) Holding Chart
Hughes Financial Services, LLC SPSM ($43.96) 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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