Number of Shares
212,412.00
Current Holdings Value*
$14.45 Mil
% of Portfolio
1.96%
Total Estimate Gain
$1.61 Mil
% of Total Estimate Gain
9.23%

Moloney Securities Asset Management, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary

As of 2025-03-31, Moloney Securities Asset Management, LLC held 212,412.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $14.45 Mil. This investment constitutes 1.96% of their stock portfolio, and Moloney Securities Asset Management, LLC now holds 0.15% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.

The initial trade took place in 2018Q3. And since then Moloney Securities Asset Management, LLC has made 7 purchases of SPTM, at an average price of $61.22, for a total of 284,862.00 shares. In addition, there have been 17 sales at an average price of $37.82 for 72,450.00 shares. Based on historical transaction data and SPTM's current price of $76.78, Moloney Securities Asset Management, LLC's estimated gain on his SPTM holdings is $1.61 Mil, reflecting a 9.23% gain to date.

Moloney Securities Asset Management, LLC SPTM ($76.78) Holding Chart

Moloney Securities Asset Management, LLC SPTM ($76.78) 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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