McNamara Financial Services, Inc. SPSM Holdings History
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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