Portfolio Strategies, Inc. SPTM Holdings History
Portfolio Strategies, Inc.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Portfolio Strategies, Inc. held 375,204.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $25.52 Mil. This investment constitutes 3.95% of their stock portfolio, and Portfolio Strategies, Inc. now holds 0.27% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2022Q4. And since then Portfolio Strategies, Inc. has made 4 purchases of SPTM, at an average price of $47.87, for a total of 578,554.00 shares. In addition, there have been 6 sales at an average price of $70.44 for 203,350.00 shares. Based on historical transaction data and SPTM's current price of $74.53, Portfolio Strategies, Inc.'s estimated gain on his SPTM holdings is $14.60 Mil, reflecting a 52.71% gain to date.
Portfolio Strategies, Inc. SPTM ($74.53) Holding Chart
Portfolio Strategies, Inc. SPTM ($74.53) 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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