Private Wealth Group, LLC SPSM Holdings History
Private Wealth Group, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Private Wealth Group, LLC held 181,265.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $7.39 Mil. This investment constitutes 4.34% of their stock portfolio, and Private Wealth Group, LLC now holds 0.07% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2020Q3. And since then Private Wealth Group, LLC has made 7 purchases of SPSM, at an average price of $34.04, for a total of 292,041.00 shares. In addition, there have been 12 sales at an average price of $38.69 for 110,776.00 shares. Based on historical transaction data and SPSM's current price of $44.08, Private Wealth Group, LLC's estimated gain on his SPSM holdings is $2.34 Mil, reflecting a 23.50% gain to date.
Private Wealth Group, LLC SPSM ($44.08) Holding Chart
Private Wealth Group, LLC SPSM ($44.08) 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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