WALLER FINANCIAL PLANNING GROUP, INC SPMD Holdings History
WALLER FINANCIAL PLANNING GROUP, INC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-06-30, WALLER FINANCIAL PLANNING GROUP, INC held 668,292.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $36.34 Mil. This investment constitutes 8.78% of their stock portfolio, and WALLER FINANCIAL PLANNING GROUP, INC now holds 0.28% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2020Q3. And since then WALLER FINANCIAL PLANNING GROUP, INC has made 12 purchases of SPMD, at an average price of $36.64, for a total of 942,500.00 shares. In addition, there have been 8 sales at an average price of $49.10 for 274,208.00 shares. Based on historical transaction data and SPMD's current price of $55.62, WALLER FINANCIAL PLANNING GROUP, INC's estimated gain on his SPMD holdings is $16.10 Mil, reflecting a 46.60% gain to date.
WALLER FINANCIAL PLANNING GROUP, INC SPMD ($55.62) Holding Chart
WALLER FINANCIAL PLANNING GROUP, INC 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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