Number of Shares
109,160.00
Current Holdings Value*
$4.45 Mil
% of Portfolio
3.07%
Total Estimate Gain
$1.76 Mil
% of Total Estimate Gain
42.63%

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 $44.35, Strategic Financial Planning, Inc.'s estimated gain on his SPSM holdings is $1.76 Mil, reflecting a 42.63% gain to date.

Strategic Financial Planning, Inc. SPSM ($44.35) Holding Chart

Strategic Financial Planning, Inc. SPSM ($44.35) 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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