B.O.S.S. Retirement Advisors, LLC SPTM Holdings History
B.O.S.S. Retirement Advisors, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-06-30, B.O.S.S. Retirement Advisors, LLC held 579,968.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $43.43 Mil. This investment constitutes 10.91% of their stock portfolio, and B.O.S.S. Retirement Advisors, LLC now holds 0.41% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2025Q2. And since then B.O.S.S. Retirement Advisors, LLC has made 1 purchases of SPTM, at an average price of $69.38, for a total of 579,968.00 shares. Based on historical transaction data and SPTM's current price of $76.08, B.O.S.S. Retirement Advisors, LLC's estimated gain on his SPTM holdings is $3.89 Mil, reflecting a 9.66% gain to date.
B.O.S.S. Retirement Advisors, LLC SPTM ($76.08) Holding Chart
B.O.S.S. Retirement Advisors, LLC SPTM ($76.08) 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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