Number of Shares
357,986.00
Current Holdings Value*
$18.32 Mil
% of Portfolio
7.41%
Total Estimate Gain
$5.25 Mil
% of Total Estimate Gain
28.05%

RESTON WEALTH MANAGEMENT LLC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary

As of 2025-03-31, RESTON WEALTH MANAGEMENT LLC held 357,986.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $18.32 Mil. This investment constitutes 7.41% of their stock portfolio, and RESTON WEALTH MANAGEMENT LLC now holds 0.15% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.

The initial trade took place in 2020Q3. And since then RESTON WEALTH MANAGEMENT LLC has made 12 purchases of SPMD, at an average price of $42.21, for a total of 443,477.00 shares. In addition, there have been 7 sales at an average price of $46.23 for 85,491.00 shares. Based on historical transaction data and SPMD's current price of $55.92, RESTON WEALTH MANAGEMENT LLC's estimated gain on his SPMD holdings is $5.25 Mil, reflecting a 28.05% gain to date.

RESTON WEALTH MANAGEMENT LLC SPMD ($55.92) Holding Chart

RESTON WEALTH MANAGEMENT LLC SPMD ($55.92) 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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