Strategic Financial Planning, Inc. SPSM Holdings History
Strategic Financial Planning, Inc.'s SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Strategic Financial Planning, Inc. held 109,160.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $4.45 Mil. This investment constitutes 3.07% of their stock portfolio, and Strategic Financial Planning, Inc. now holds 0.04% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2019Q4. And since then Strategic Financial Planning, Inc. has made 7 purchases of SPSM, at an average price of $30.44, for a total of 135,895.00 shares. In addition, there have been 13 sales at an average price of $39.57 for 26,735.00 shares. Based on historical transaction data and SPSM's current price of $43.95, Strategic Financial Planning, Inc.'s estimated gain on his SPSM holdings is $1.72 Mil, reflecting a 41.57% gain to date.
Strategic Financial Planning, Inc. SPSM ($43.95) Holding Chart
Strategic Financial Planning, Inc. SPSM ($43.95) 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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