Number of Shares
275,305.00
Current Holdings Value*
$11.22 Mil
% of Portfolio
1.31%
Total Estimate Gain
$361,261.29
% of Total Estimate Gain
0.45%

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 $43.59, Syntegra Private Wealth Group, LLC's estimated gain on his SPSM holdings is $361,261.29, reflecting a 0.45% gain to date.

Syntegra Private Wealth Group, LLC SPSM ($43.59) Holding Chart

Syntegra Private Wealth Group, LLC SPSM ($43.59) 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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