NORTH STAR ASSET MANAGEMENT INC SPSM Holdings History
NORTH STAR ASSET MANAGEMENT INC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, NORTH STAR ASSET MANAGEMENT INC held 205,741.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $8.39 Mil. This investment constitutes 0.4% of their stock portfolio, and NORTH STAR ASSET MANAGEMENT INC now holds 0.08% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2022Q3. And since then NORTH STAR ASSET MANAGEMENT INC has made 9 purchases of SPSM, at an average price of $38.28, for a total of 285,078.00 shares. In addition, there have been 2 sales at an average price of $45.48 for 79,337.00 shares. Based on historical transaction data and SPSM's current price of $43.59, NORTH STAR ASSET MANAGEMENT INC's estimated gain on his SPSM holdings is $1.66 Mil, reflecting a 15.25% gain to date.
NORTH STAR ASSET MANAGEMENT INC SPSM ($43.59) Holding Chart
NORTH STAR ASSET MANAGEMENT INC SPSM ($43.59) 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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