Richard Bernstein Advisors LLC SPSM Holdings History
Richard Bernstein Advisors LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Richard Bernstein Advisors LLC held 1.69 Mil shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $68.81 Mil. This investment constitutes 1.67% of their stock portfolio, and Richard Bernstein Advisors LLC now holds 0.64% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2023Q3. And since then Richard Bernstein Advisors LLC has made 1 purchases of SPSM, at an average price of $38.95, for a total of 3.81 Mil shares. In addition, there have been 6 sales at an average price of $43.27 for 2.12 Mil shares. Based on historical transaction data and SPSM's current price of $43.59, Richard Bernstein Advisors LLC's estimated gain on his SPSM holdings is $17.02 Mil, reflecting a 11.46% gain to date.
Richard Bernstein Advisors LLC SPSM ($43.59) Holding Chart
Richard Bernstein Advisors LLC SPSM ($43.59) 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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