Private Wealth Group, LLC SPMD Holdings History
Private Wealth Group, LLC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, Private Wealth Group, LLC held 158,533.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $8.11 Mil. This investment constitutes 4.77% of their stock portfolio, and Private Wealth Group, LLC now holds 0.07% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2020Q2. And since then Private Wealth Group, LLC has made 9 purchases of SPMD, at an average price of $38.85, for a total of 304,290.00 shares. In addition, there have been 11 sales at an average price of $43.13 for 145,757.00 shares. Based on historical transaction data and SPMD's current price of $54.36, Private Wealth Group, LLC's estimated gain on his SPMD holdings is $3.08 Mil, reflecting a 26.08% gain to date.
Private Wealth Group, LLC SPMD ($54.36) Holding Chart
Private Wealth Group, LLC SPMD ($54.36) 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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