Number of Shares
444,075.00
Current Holdings Value*
$18.10 Mil
% of Portfolio
3.89%
Total Estimate Gain
$5.31 Mil
% of Total Estimate Gain
28.65%

McNamara Financial Services, Inc.'s SPDR Portfolio S&P 600 Small Cap ETF Holding Summary

As of 2025-03-31, McNamara Financial Services, Inc. held 444,075.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $18.10 Mil. This investment constitutes 3.89% of their stock portfolio, and McNamara Financial Services, Inc. now holds 0.16% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.

The initial trade took place in 2018Q3. And since then McNamara Financial Services, Inc. has made 15 purchases of SPSM, at an average price of $34.09, for a total of 543,381.00 shares. In addition, there have been 11 sales at an average price of $42.88 for 99,306.00 shares. Based on historical transaction data and SPSM's current price of $44.08, McNamara Financial Services, Inc.'s estimated gain on his SPSM holdings is $5.31 Mil, reflecting a 28.65% gain to date.

McNamara Financial Services, Inc. SPSM ($44.08) Holding Chart

McNamara Financial Services, Inc. SPSM ($44.08) 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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