Legacy Capital Group California, Inc. SPTM Holdings History
Legacy Capital Group California, Inc.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-06-30, Legacy Capital Group California, Inc. held 72,716.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $5.45 Mil. This investment constitutes 1.51% of their stock portfolio, and Legacy Capital Group California, Inc. now holds 0.05% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2023Q1. And since then Legacy Capital Group California, Inc. has made 3 purchases of SPTM, at an average price of $57.05, for a total of 120,541.00 shares. In addition, there have been 6 sales at an average price of $60.81 for 47,825.00 shares. Based on historical transaction data and SPTM's current price of $76.22, Legacy Capital Group California, Inc.'s estimated gain on his SPTM holdings is $1.57 Mil, reflecting a 22.89% gain to date.
Legacy Capital Group California, Inc. SPTM ($76.22) Holding Chart
Legacy Capital Group California, Inc. SPTM ($76.22) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
