Ervin Investment Management, LLC SPTM Holdings History
Ervin Investment Management, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Ervin Investment Management, LLC held 77,668.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $3.06 Mil. This investment constitutes 2.06% of their stock portfolio, and Ervin Investment Management, LLC now holds 0.06% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2021Q4. And since then Ervin Investment Management, LLC has made 9 purchases of SPTM, at an average price of $55.22, for a total of 167,653.00 shares. In addition, there have been 4 sales at an average price of $71.48 for 89,985.00 shares. Based on historical transaction data and SPTM's current price of $76.17, Ervin Investment Management, LLC's estimated gain on his SPTM holdings is $3.09 Mil, reflecting a 33.38% gain to date.
Ervin Investment Management, LLC SPTM ($76.17) Holding Chart
Ervin Investment Management, LLC SPTM ($76.17) 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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