RETIREMENT CAPITAL STRATEGIES SPTM Holdings History
RETIREMENT CAPITAL STRATEGIES's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, RETIREMENT CAPITAL STRATEGIES held 171,650.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $11.67 Mil. This investment constitutes 4.56% of their stock portfolio, and RETIREMENT CAPITAL STRATEGIES now holds 0.12% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2019Q3. And since then RETIREMENT CAPITAL STRATEGIES has made 4 purchases of SPTM, at an average price of $51.04, for a total of 269,725.00 shares. In addition, there have been 9 sales at an average price of $59.63 for 98,075.00 shares. Based on historical transaction data and SPTM's current price of $76.88, RETIREMENT CAPITAL STRATEGIES's estimated gain on his SPTM holdings is $5.28 Mil, reflecting a 38.34% gain to date.
RETIREMENT CAPITAL STRATEGIES SPTM ($76.88) Holding Chart
RETIREMENT CAPITAL STRATEGIES 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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