Number of Shares
376,561.00
Current Holdings Value*
$19.27 Mil
% of Portfolio
4.03%
Total Estimate Gain
$2.68 Mil
% of Total Estimate Gain
11.81%

Retirement Income Solutions, Inc's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary

As of 2025-03-31, Retirement Income Solutions, Inc held 376,561.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $19.27 Mil. This investment constitutes 4.03% of their stock portfolio, and Retirement Income Solutions, Inc now holds 0.16% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.

The initial trade took place in 2020Q3. And since then Retirement Income Solutions, Inc has made 15 purchases of SPMD, at an average price of $47.40, for a total of 478,583.00 shares. In addition, there have been 4 sales at an average price of $47.98 for 102,022.00 shares. Based on historical transaction data and SPMD's current price of $54.36, Retirement Income Solutions, Inc's estimated gain on his SPMD holdings is $2.68 Mil, reflecting a 11.81% gain to date.

Retirement Income Solutions, Inc SPMD ($54.36) Holding Chart

Retirement Income Solutions, Inc 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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