Number of Shares
177,385.00
Current Holdings Value*
$9.08 Mil
% of Portfolio
4%
Total Estimate Gain
$12,154.35
% of Total Estimate Gain
0.12%

Lumbard & Kellner, LLC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary

As of 2025-03-31, Lumbard & Kellner, LLC held 177,385.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $9.08 Mil. This investment constitutes 4% of their stock portfolio, and Lumbard & Kellner, LLC now holds 0.07% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.

The initial trade took place in 2024Q4. And since then Lumbard & Kellner, LLC has made 2 purchases of SPMD, at an average price of $55.55, for a total of 177,385.00 shares. Based on historical transaction data and SPMD's current price of $55.62, Lumbard & Kellner, LLC's estimated gain on his SPMD holdings is $12,154.35, reflecting a 0.12% gain to date.

Lumbard & Kellner, LLC SPMD ($55.62) Holding Chart

Lumbard & Kellner, 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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