Koss-Olinger Consulting, LLC SPMD Holdings History
Koss-Olinger Consulting, LLC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, Koss-Olinger Consulting, LLC held 867,811.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $44.41 Mil. This investment constitutes 3.74% of their stock portfolio, and Koss-Olinger Consulting, LLC now holds 0.37% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2021Q1. And since then Koss-Olinger Consulting, LLC has made 13 purchases of SPMD, at an average price of $47.61, for a total of 1.92 Mil shares. In addition, there have been 3 sales at an average price of $47.33 for 1.05 Mil shares. Based on historical transaction data and SPMD's current price of $55.62, Koss-Olinger Consulting, LLC's estimated gain on his SPMD holdings is $6.65 Mil, reflecting a 7.29% gain to date.
Koss-Olinger Consulting, LLC SPMD ($55.62) Holding Chart
Koss-Olinger Consulting, LLC SPMD ($55.62) 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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