RETIREMENT FINANCIAL SOLUTIONS, LLC SPSM Holdings History
RETIREMENT FINANCIAL SOLUTIONS, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, RETIREMENT FINANCIAL SOLUTIONS, LLC held 376,213.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $15.33 Mil. This investment constitutes 9.27% of their stock portfolio, and RETIREMENT FINANCIAL SOLUTIONS, LLC now holds 0.14% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2022Q4. And since then RETIREMENT FINANCIAL SOLUTIONS, LLC has made 6 purchases of SPSM, at an average price of $39.55, for a total of 435,394.00 shares. In addition, there have been 2 sales at an average price of $44.05 for 59,181.00 shares. Based on historical transaction data and SPSM's current price of $42.65, RETIREMENT FINANCIAL SOLUTIONS, LLC's estimated gain on his SPSM holdings is $1.43 Mil, reflecting a 8.32% gain to date.
RETIREMENT FINANCIAL SOLUTIONS, LLC SPSM ($42.65) Holding Chart
RETIREMENT FINANCIAL SOLUTIONS, LLC SPSM ($42.65) 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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