Moloney Securities Asset Management, LLC SPTM Holdings History
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 $76.88, Moloney Securities Asset Management, LLC's estimated gain on his SPTM holdings is $1.63 Mil, reflecting a 9.36% gain to date.
Moloney Securities Asset Management, LLC SPTM ($76.88) Holding Chart
Moloney Securities Asset Management, LLC SPTM ($76.88) 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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