Taylor & Morgan Wealth Management, LLC SPSM Holdings History
Taylor & Morgan Wealth Management, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-06-30, Taylor & Morgan Wealth Management, LLC held 276,366.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $11.77 Mil. This investment constitutes 7.95% of their stock portfolio, and Taylor & Morgan Wealth Management, LLC now holds 0.1% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2023Q2. And since then Taylor & Morgan Wealth Management, LLC has made 5 purchases of SPSM, at an average price of $37.44, for a total of 310,393.00 shares. In addition, there have been 4 sales at an average price of $44.12 for 34,027.00 shares. Based on historical transaction data and SPSM's current price of $43.59, Taylor & Morgan Wealth Management, LLC's estimated gain on his SPSM holdings is $1.93 Mil, reflecting a 16.58% gain to date.
Taylor & Morgan Wealth Management, LLC SPSM ($43.59) Holding Chart
Taylor & Morgan Wealth Management, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
