Number of Shares
64,974.00
Current Holdings Value*
$2.65 Mil
% of Portfolio
2.53%
Total Estimate Gain
$-171,799.62
% of Total Estimate Gain
-5.71%

Sherman Asset Management, Inc.'s SPDR Portfolio S&P 600 Small Cap ETF Holding Summary

As of 2025-03-31, Sherman Asset Management, Inc. held 64,974.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $2.65 Mil. This investment constitutes 2.53% of their stock portfolio, and Sherman Asset Management, Inc. now holds 0.02% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.

The initial trade took place in 2024Q4. And since then Sherman Asset Management, Inc. has made 1 purchases of SPSM, at an average price of $46.33, for a total of 64,974.00 shares. Based on historical transaction data and SPSM's current price of $43.69, Sherman Asset Management, Inc.'s estimated gain on his SPSM holdings is $-171,799.62, reflecting a -5.71% gain to date.

Sherman Asset Management, Inc. SPSM ($43.69) Holding Chart

Sherman Asset Management, Inc. SPSM ($43.69) 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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