TLWM's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, TLWM held 351,963.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $18.01 Mil. This investment constitutes 3.6% of their stock portfolio, and TLWM now holds 0.15% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2023Q1. And since then TLWM has made 7 purchases of SPMD, at an average price of $44.90, for a total of 353,927.00 shares. In addition, there have been 2 sales at an average price of $53.78 for 1,964.00 shares. Based on historical transaction data and SPMD's current price of $55.94, TLWM's estimated gain on his SPMD holdings is $3.90 Mil, reflecting a 24.57% gain to date.
TLWM SPMD ($55.94) Holding Chart
TLWM SPMD ($55.94) 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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