Warren Street Wealth Advisors, LLC SPMD Holdings History
Warren Street Wealth Advisors, LLC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, Warren Street Wealth Advisors, LLC held 132,732.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $6.79 Mil. This investment constitutes 2.64% of their stock portfolio, and Warren Street Wealth Advisors, LLC now holds 0.06% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2021Q4. And since then Warren Street Wealth Advisors, LLC has made 13 purchases of SPMD, at an average price of $48.55, for a total of 132,732.00 shares. Based on historical transaction data and SPMD's current price of $55.60, Warren Street Wealth Advisors, LLC's estimated gain on his SPMD holdings is $936,240.48, reflecting a 14.53% gain to date.
Warren Street Wealth Advisors, LLC SPMD ($55.60) Holding Chart
Warren Street Wealth Advisors, LLC SPMD ($55.60) 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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