SURIENCE PRIVATE WEALTH LLC SPSM Holdings History
SURIENCE PRIVATE WEALTH LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-06-30, SURIENCE PRIVATE WEALTH LLC held 234,633.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $10.00 Mil. This investment constitutes 9.39% of their stock portfolio, and SURIENCE PRIVATE WEALTH LLC now holds 0.09% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2025Q2. And since then SURIENCE PRIVATE WEALTH LLC has made 1 purchases of SPSM, at an average price of $40.33, for a total of 234,633.00 shares. Based on historical transaction data and SPSM's current price of $43.76, SURIENCE PRIVATE WEALTH LLC's estimated gain on his SPSM holdings is $804,791.19, reflecting a 8.50% gain to date.
SURIENCE PRIVATE WEALTH LLC SPSM ($43.76) Holding Chart
SURIENCE PRIVATE WEALTH LLC SPSM ($43.76) 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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