Number of Shares
31,550.00
Current Holdings Value*
$2.15 Mil
% of Portfolio
0.21%
Total Estimate Gain
$139,878.13
% of Total Estimate Gain
6.35%

CARDIFF PARK ADVISORS, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary

As of 2025-03-31, CARDIFF PARK ADVISORS, LLC held 31,550.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $2.15 Mil. This investment constitutes 0.21% of their stock portfolio, and CARDIFF PARK ADVISORS, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.

The initial trade took place in 2024Q2. And since then CARDIFF PARK ADVISORS, LLC has made 4 purchases of SPTM, at an average price of $69.77, for a total of 31,550.00 shares. Based on historical transaction data and SPTM's current price of $74.20, CARDIFF PARK ADVISORS, LLC's estimated gain on his SPTM holdings is $139,878.13, reflecting a 6.35% gain to date.

CARDIFF PARK ADVISORS, LLC SPTM ($74.20) Holding Chart

CARDIFF PARK ADVISORS, LLC SPTM ($74.20) 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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