N.E.W. Advisory Services LLC SPTM Holdings History
N.E.W. Advisory Services LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, N.E.W. Advisory Services LLC held 473,142.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $32.18 Mil. This investment constitutes 2.46% of their stock portfolio, and N.E.W. Advisory Services LLC now holds 0.34% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2019Q4. And since then N.E.W. Advisory Services LLC has made 18 purchases of SPTM, at an average price of $49.72, for a total of 557,260.00 shares. In addition, there have been 2 sales at an average price of $56.08 for 84,118.00 shares. Based on historical transaction data and SPTM's current price of $75.89, N.E.W. Advisory Services LLC's estimated gain on his SPTM holdings is $12.92 Mil, reflecting a 46.63% gain to date.
N.E.W. Advisory Services LLC SPTM ($75.89) Holding Chart
N.E.W. Advisory Services 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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