Michael A. Dubis Financial Planning, LLC SPTM Holdings History
Michael A. Dubis Financial Planning, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Michael A. Dubis Financial Planning, LLC held 41,315.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $2.81 Mil. This investment constitutes 2.73% of their stock portfolio, and Michael A. Dubis Financial Planning, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2024Q4. And since then Michael A. Dubis Financial Planning, LLC has made 1 purchases of SPTM, at an average price of $72.00, for a total of 41,315.00 shares. Based on historical transaction data and SPTM's current price of $75.89, Michael A. Dubis Financial Planning, LLC's estimated gain on his SPTM holdings is $160,723.75, reflecting a 5.40% gain to date.
Michael A. Dubis Financial Planning, LLC SPTM ($75.89) Holding Chart
Michael A. Dubis Financial Planning, LLC SPTM ($75.89) 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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