New Perspectives, Inc SPMD Holdings History
New Perspectives, Inc's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-06-30, New Perspectives, Inc held 272,527.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $14.82 Mil. This investment constitutes 7.33% of their stock portfolio, and New Perspectives, Inc now holds 0.11% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2021Q4. And since then New Perspectives, Inc has made 10 purchases of SPMD, at an average price of $48.25, for a total of 272,527.00 shares. Based on historical transaction data and SPMD's current price of $55.62, New Perspectives, Inc's estimated gain on his SPMD holdings is $2.01 Mil, reflecting a 15.27% gain to date.
New Perspectives, Inc SPMD ($55.62) Holding Chart
New Perspectives, 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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