WALLER FINANCIAL PLANNING GROUP, INC SPSM Holdings History
WALLER FINANCIAL PLANNING GROUP, INC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-06-30, WALLER FINANCIAL PLANNING GROUP, INC held 827,462.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $35.25 Mil. This investment constitutes 8.52% of their stock portfolio, and WALLER FINANCIAL PLANNING GROUP, INC now holds 0.31% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2018Q4. And since then WALLER FINANCIAL PLANNING GROUP, INC has made 19 purchases of SPSM, at an average price of $32.19, for a total of 1.18 Mil shares. In addition, there have been 7 sales at an average price of $41.38 for 353,827.00 shares. Based on historical transaction data and SPSM's current price of $43.59, WALLER FINANCIAL PLANNING GROUP, INC's estimated gain on his SPSM holdings is $12.68 Mil, reflecting a 33.33% gain to date.
WALLER FINANCIAL PLANNING GROUP, INC SPSM ($43.59) Holding Chart
WALLER FINANCIAL PLANNING GROUP, INC 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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