TPG Financial Advisors, LLC SPMD Holdings History
TPG Financial Advisors, LLC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, TPG Financial Advisors, LLC held 189,276.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $9.69 Mil. This investment constitutes 4.28% of their stock portfolio, and TPG Financial Advisors, LLC now holds 0.08% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2020Q1. And since then TPG Financial Advisors, LLC has made 16 purchases of SPMD, at an average price of $39.12, for a total of 303,137.00 shares. In addition, there have been 4 sales at an average price of $43.70 for 113,861.00 shares. Based on historical transaction data and SPMD's current price of $55.62, TPG Financial Advisors, LLC's estimated gain on his SPMD holdings is $3.64 Mil, reflecting a 30.74% gain to date.
TPG Financial Advisors, LLC SPMD ($55.62) Holding Chart
TPG Financial Advisors, LLC SPMD ($55.62) 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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