Capital Advisory Group Advisory Services, LLC SPTM Holdings History
Capital Advisory Group Advisory Services, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-06-30, Capital Advisory Group Advisory Services, LLC held 196,626.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $14.73 Mil. This investment constitutes 5.3% of their stock portfolio, and Capital Advisory Group Advisory Services, LLC now holds 0.14% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2018Q2. And since then Capital Advisory Group Advisory Services, LLC has made 21 purchases of SPTM, at an average price of $42.18, for a total of 405,380.00 shares. In addition, there have been 6 sales at an average price of $43.57 for 208,754.00 shares. Based on historical transaction data and SPTM's current price of $75.68, Capital Advisory Group Advisory Services, LLC's estimated gain on his SPTM holdings is $6.88 Mil, reflecting a 40.22% gain to date.
Capital Advisory Group Advisory Services, LLC SPTM ($75.68) Holding Chart
Capital Advisory Group Advisory Services, LLC 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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