Number of Shares
68,617.00
Current Holdings Value*
$4.67 Mil
% of Portfolio
5.7%
Total Estimate Gain
$2.27 Mil
% of Total Estimate Gain
51.22%

Aldebaran Financial Inc.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary

As of 2025-03-31, Aldebaran Financial Inc. held 68,617.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $4.67 Mil. This investment constitutes 5.7% of their stock portfolio, and Aldebaran Financial Inc. now holds 0.05% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.

The initial trade took place in 2018Q3. And since then Aldebaran Financial Inc. has made 14 purchases of SPTM, at an average price of $43.73, for a total of 101,450.00 shares. In addition, there have been 13 sales at an average price of $46.15 for 32,833.00 shares. Based on historical transaction data and SPTM's current price of $75.68, Aldebaran Financial Inc.'s estimated gain on his SPTM holdings is $2.27 Mil, reflecting a 51.22% gain to date.

Aldebaran Financial Inc. SPTM ($75.68) Holding Chart

Aldebaran Financial Inc. SPTM ($75.68) 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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