Fox Financial, Inc SPTM Holdings History
Fox Financial, Inc's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Fox Financial, Inc held 309,185.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $21.03 Mil. This investment constitutes 19.79% of their stock portfolio, and Fox Financial, Inc now holds 0.22% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2023Q4. And since then Fox Financial, Inc has made 2 purchases of SPTM, at an average price of $54.79, for a total of 334,688.00 shares. In addition, there have been 3 sales at an average price of $67.33 for 25,503.00 shares. Based on historical transaction data and SPTM's current price of $76.88, Fox Financial, Inc's estimated gain on his SPTM holdings is $7.15 Mil, reflecting a 38.98% gain to date.
Fox Financial, Inc SPTM ($76.88) Holding Chart
Fox Financial, Inc SPTM ($76.88) 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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