TPG Financial Advisors, LLC SPSM Holdings History
TPG Financial Advisors, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, TPG Financial Advisors, LLC held 268,693.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $10.95 Mil. This investment constitutes 4.84% of their stock portfolio, and TPG Financial Advisors, LLC now holds 0.1% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2018Q4. And since then TPG Financial Advisors, LLC has made 17 purchases of SPSM, at an average price of $38.50, for a total of 461,543.00 shares. In addition, there have been 7 sales at an average price of $38.87 for 192,850.00 shares. Based on historical transaction data and SPSM's current price of $43.59, TPG Financial Advisors, LLC's estimated gain on his SPSM holdings is $1.44 Mil, reflecting a 8.10% gain to date.
TPG Financial Advisors, LLC SPSM ($43.59) Holding Chart
TPG Financial Advisors, 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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