Measured Wealth Private Client Group, LLC SPMD Holdings History
Measured Wealth Private Client Group, LLC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, Measured Wealth Private Client Group, LLC held 104,321.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $5.34 Mil. This investment constitutes 1.71% of their stock portfolio, and Measured Wealth Private Client Group, LLC now holds 0.04% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2020Q3. And since then Measured Wealth Private Client Group, LLC has made 8 purchases of SPMD, at an average price of $35.60, for a total of 859,545.00 shares. In addition, there have been 11 sales at an average price of $48.70 for 755,224.00 shares. Based on historical transaction data and SPMD's current price of $56.02, Measured Wealth Private Client Group, LLC's estimated gain on his SPMD holdings is $12.03 Mil, reflecting a 39.30% gain to date.
Measured Wealth Private Client Group, LLC SPMD ($56.02) Holding Chart
Measured Wealth Private Client Group, LLC SPMD ($56.02) 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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