Financial Strategies Group, Inc. SPTM Holdings History
Financial Strategies Group, Inc.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Financial Strategies Group, Inc. held 739,692.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $48.29 Mil. This investment constitutes 11.42% of their stock portfolio, and Financial Strategies Group, Inc. now holds 0.53% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2019Q4. And since then Financial Strategies Group, Inc. has made 13 purchases of SPTM, at an average price of $41.54, for a total of 957,874.00 shares. In addition, there have been 8 sales at an average price of $58.45 for 218,182.00 shares. Based on historical transaction data and SPTM's current price of $75.30, Financial Strategies Group, Inc.'s estimated gain on his SPTM holdings is $28.66 Mil, reflecting a 72.02% gain to date.
Financial Strategies Group, Inc. SPTM ($75.30) Holding Chart
Financial Strategies Group, Inc. SPTM ($75.30) 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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