NORTH STAR ASSET MANAGEMENT INC SPMD Holdings History
NORTH STAR ASSET MANAGEMENT INC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, NORTH STAR ASSET MANAGEMENT INC held 316,583.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $16.20 Mil. This investment constitutes 0.77% of their stock portfolio, and NORTH STAR ASSET MANAGEMENT INC now holds 0.13% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2023Q3. And since then NORTH STAR ASSET MANAGEMENT INC has made 5 purchases of SPMD, at an average price of $47.96, for a total of 365,513.00 shares. In addition, there have been 2 sales at an average price of $54.89 for 48,930.00 shares. Based on historical transaction data and SPMD's current price of $55.62, NORTH STAR ASSET MANAGEMENT INC's estimated gain on his SPMD holdings is $2.77 Mil, reflecting a 15.78% gain to date.
NORTH STAR ASSET MANAGEMENT INC SPMD ($55.62) Holding Chart
NORTH STAR ASSET MANAGEMENT INC SPMD ($55.62) 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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