TOPS Managed Risk Balanced ETF Portfolio SPSM Holdings History
TOPS Managed Risk Balanced ETF Portfolio's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Northern Lights Variable Trust held 50,106.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $2.04 Mil. This investment constitutes 4.01% of their stock portfolio, and Northern Lights Variable Trust now holds 0.02% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2020Q1. And since then TOPS Managed Risk Balanced ETF Portfolio has made 6 purchases of SPSM, at an average price of $28.79, for a total of 742,832.00 shares. In addition, there have been 12 sales at an average price of $35.27 for 692,726.00 shares. Based on historical transaction data and SPSM's current price of $44.01, TOPS Managed Risk Balanced ETF Portfolio's estimated gain on his SPSM holdings is $5.25 Mil, reflecting a 24.53% gain to date.
TOPS Managed Risk Balanced ETF Portfolio SPSM ($44.01) Holding Chart
TOPS Managed Risk Balanced ETF Portfolio SPSM ($44.01) 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
