Syntegra Private Wealth Group, LLC SPSM Holdings History
Syntegra Private Wealth Group, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Syntegra Private Wealth Group, LLC held 275,305.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $11.22 Mil. This investment constitutes 1.31% of their stock portfolio, and Syntegra Private Wealth Group, LLC now holds 0.1% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2022Q4. And since then Syntegra Private Wealth Group, LLC has made 5 purchases of SPSM, at an average price of $38.30, for a total of 2.08 Mil shares. In addition, there have been 3 sales at an average price of $37.69 for 1.80 Mil shares. Based on historical transaction data and SPSM's current price of $43.98, Syntegra Private Wealth Group, LLC's estimated gain on his SPSM holdings is $468,630.24, reflecting a 0.59% gain to date.
Syntegra Private Wealth Group, LLC SPSM ($43.98) Holding Chart
Syntegra Private Wealth Group, LLC SPSM ($43.98) 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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