Advisors Capital Active All Cap Fund SPTM Holdings History
Advisors Capital Active All Cap Fund's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Advisors Capital Active All Cap Fund held 403,500.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $27.44 Mil. This investment constitutes 17.15% of their stock portfolio, and Advisors Capital Active All Cap Fund now holds 0.29% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2023Q1. And since then Advisors Capital Active All Cap Fund has made 9 purchases of SPTM, at an average price of $62.81, for a total of 403,500.00 shares. Based on historical transaction data and SPTM's current price of $75.89, Advisors Capital Active All Cap Fund's estimated gain on his SPTM holdings is $5.28 Mil, reflecting a 20.83% gain to date.
Advisors Capital Active All Cap Fund SPTM ($75.89) Holding Chart
Advisors Capital Active All Cap Fund SPTM ($75.89) 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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