Number of Shares
123,156.00
Current Holdings Value*
$5.88 Mil
% of Portfolio
3.61%
Total Estimate Gain
$1.35 Mil
% of Total Estimate Gain
23.81%

Millington Financial Advisors, LLC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary

As of 2025-03-31, Millington Financial Advisors, LLC held 123,156.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $5.88 Mil. This investment constitutes 3.61% of their stock portfolio, and Millington Financial Advisors, LLC now holds 0.05% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.

The initial trade took place in 2022Q4. And since then Millington Financial Advisors, LLC has made 6 purchases of SPMD, at an average price of $45.06, for a total of 125,541.00 shares. In addition, there have been 3 sales at an average price of $46.24 for 2,385.00 shares. Based on historical transaction data and SPMD's current price of $55.98, Millington Financial Advisors, LLC's estimated gain on his SPMD holdings is $1.35 Mil, reflecting a 23.81% gain to date.

Millington Financial Advisors, LLC SPMD ($55.98) Holding Chart

Millington Financial Advisors, LLC SPMD ($55.98) 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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