Windsor Capital Management, LLC SPSM Holdings History
Windsor Capital Management, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-06-30, Windsor Capital Management, LLC held 288,546.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $12.29 Mil. This investment constitutes 3.58% of their stock portfolio, and Windsor Capital Management, LLC now holds 0.11% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2018Q2. And since then Windsor Capital Management, LLC has made 26 purchases of SPSM, at an average price of $33.54, for a total of 299,918.00 shares. In addition, there have been 3 sales at an average price of $40.07 for 11,372.00 shares. Based on historical transaction data and SPSM's current price of $43.99, Windsor Capital Management, LLC's estimated gain on his SPSM holdings is $3.09 Mil, reflecting a 30.71% gain to date.
Windsor Capital Management, LLC SPSM ($43.99) Holding Chart
Windsor Capital Management, LLC SPSM ($43.99) 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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