Legacy Private Trust Co. SPTM Holdings History
Legacy Private Trust Co.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Legacy Private Trust Co. held 1.24 Mil shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $84.46 Mil. This investment constitutes 5.81% of their stock portfolio, and Legacy Private Trust Co. now holds 0.9% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2023Q2. And since then Legacy Private Trust Co. has made 7 purchases of SPTM, at an average price of $64.64, for a total of 1.26 Mil shares. In addition, there have been 1 sales at an average price of $67.53 for 13,623.00 shares. Based on historical transaction data and SPTM's current price of $72.78, Legacy Private Trust Co.'s estimated gain on his SPTM holdings is $10.14 Mil, reflecting a 12.50% gain to date.
Legacy Private Trust Co. SPTM ($72.78) Holding Chart
Legacy Private Trust Co. SPTM ($72.78) 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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