Legend Financial Advisors, Inc. SPSM Holdings History
Legend Financial Advisors, Inc.'s SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Legend Financial Advisors, Inc. held 52,353.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $2.13 Mil. This investment constitutes 1.57% of their stock portfolio, and Legend Financial Advisors, Inc. now holds 0.02% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2018Q4. And since then Legend Financial Advisors, Inc. has made 11 purchases of SPSM, at an average price of $34.63, for a total of 138,099.00 shares. In addition, there have been 4 sales at an average price of $35.39 for 85,746.00 shares. Based on historical transaction data and SPSM's current price of $43.96, Legend Financial Advisors, Inc.'s estimated gain on his SPSM holdings is $553,754.59, reflecting a 11.58% gain to date.
Legend Financial Advisors, Inc. SPSM ($43.96) Holding Chart
Legend Financial Advisors, Inc. 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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