Hughes Financial Services, LLC SPTM Holdings History
Hughes Financial Services, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Hughes Financial Services, LLC held 1.48 Mil shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $101.09 Mil. This investment constitutes 19.77% of their stock portfolio, and Hughes Financial Services, LLC now holds 1.06% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $71.58 for 13,695.00 shares. Based on historical transaction data and SPTM's current price of $75.65, Hughes Financial Services, LLC's estimated gain on his SPTM holdings is $5.40 Mil, reflecting a 5.02% gain to date.
Hughes Financial Services, LLC SPTM ($75.65) Holding Chart
Hughes Financial Services, LLC SPTM ($75.65) 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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