TRUEFG, LLC SPMD Holdings History

Number of Shares
72,206.00
Current Holdings Value*
$3.70 Mil
% of Portfolio
1.22%
Total Estimate Gain
$1.03 Mil
% of Total Estimate Gain
33.31%

TRUEFG, LLC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary

As of 2025-03-31, TRUEFG, LLC held 72,206.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $3.70 Mil. This investment constitutes 1.22% of their stock portfolio, and TRUEFG, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.

The initial trade took place in 2020Q3. And since then TRUEFG, LLC has made 16 purchases of SPMD, at an average price of $42.12, for a total of 73,646.00 shares. In addition, there have been 3 sales at an average price of $41.08 for 1,440.00 shares. Based on historical transaction data and SPMD's current price of $56.45, TRUEFG, LLC's estimated gain on his SPMD holdings is $1.03 Mil, reflecting a 33.31% gain to date.

TRUEFG, LLC SPMD ($56.45) Holding Chart

TRUEFG, LLC SPMD ($56.45) 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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