Number of Shares
76,140.00
Current Holdings Value*
$3.24 Mil
% of Portfolio
3.11%
Total Estimate Gain
$-169,860.78
% of Total Estimate Gain
-4.83%

LEGACY SOLUTIONS, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary

As of 2025-06-30, LEGACY SOLUTIONS, LLC held 76,140.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $3.24 Mil. This investment constitutes 3.11% of their stock portfolio, and LEGACY SOLUTIONS, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.

The initial trade took place in 2024Q4. And since then LEGACY SOLUTIONS, LLC has made 2 purchases of SPSM, at an average price of $46.22, for a total of 76,140.00 shares. Based on historical transaction data and SPSM's current price of $43.99, LEGACY SOLUTIONS, LLC's estimated gain on his SPSM holdings is $-169,860.78, reflecting a -4.83% gain to date.

LEGACY SOLUTIONS, LLC SPSM ($43.99) Holding Chart

LEGACY SOLUTIONS, LLC SPSM ($43.99) 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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