TOPS Balanced ETF Portfolio SPSM Holdings History
TOPS Balanced ETF Portfolio's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Northern Lights Variable Trust held 123,108.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $5.02 Mil. This investment constitutes 4.01% of their stock portfolio, and Northern Lights Variable Trust now holds 0.05% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2020Q1. And since then TOPS Balanced ETF Portfolio has made 16 purchases of SPSM, at an average price of $35.67, for a total of 146,784.00 shares. In addition, there have been 2 sales at an average price of $39.15 for 23,676.00 shares. Based on historical transaction data and SPSM's current price of $43.59, TOPS Balanced ETF Portfolio's estimated gain on his SPSM holdings is $1.06 Mil, reflecting a 20.21% gain to date.
TOPS Balanced ETF Portfolio SPSM ($43.59) Holding Chart
TOPS Balanced ETF Portfolio 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
