Number of Shares
123,594.00
Current Holdings Value*
$4.60 Mil
% of Portfolio
2.82%
Total Estimate Gain
$632,740.32
% of Total Estimate Gain
12.32%

Millington Financial Advisors, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary

As of 2025-03-31, Millington Financial Advisors, LLC held 123,594.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $4.60 Mil. This investment constitutes 2.82% of their stock portfolio, and Millington Financial Advisors, LLC now holds 0.05% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.

The initial trade took place in 2022Q4. And since then Millington Financial Advisors, LLC has made 6 purchases of SPSM, at an average price of $39.00, for a total of 131,725.00 shares. In addition, there have been 3 sales at an average price of $41.00 for 8,131.00 shares. Based on historical transaction data and SPSM's current price of $43.99, Millington Financial Advisors, LLC's estimated gain on his SPSM holdings is $632,740.32, reflecting a 12.32% gain to date.

Millington Financial Advisors, LLC SPSM ($43.99) Holding Chart

Millington Financial Advisors, LLC SPSM ($43.99) 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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