Number of Shares
7,658.00
Current Holdings Value*
$416,440.00
% of Portfolio
0.28%
Total Estimate Gain
$31,550.96
% of Total Estimate Gain
8.00%

Taylor & Morgan Wealth Management, LLC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary

As of 2025-06-30, Taylor & Morgan Wealth Management, LLC held 7,658.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $416,440.00. This investment constitutes 0.28% of their stock portfolio, and Taylor & Morgan Wealth Management, LLC now holds 0% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.

The initial trade took place in 2025Q2. And since then Taylor & Morgan Wealth Management, LLC has made 1 purchases of SPMD, at an average price of $51.50, for a total of 7,658.00 shares. Based on historical transaction data and SPMD's current price of $55.62, Taylor & Morgan Wealth Management, LLC's estimated gain on his SPMD holdings is $31,550.96, reflecting a 8.00% gain to date.

Taylor & Morgan Wealth Management, LLC SPMD ($55.62) Holding Chart

Taylor & Morgan Wealth Management, 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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