Number of Shares
135,175.00
Current Holdings Value*
$9.19 Mil
% of Portfolio
1.47%
Total Estimate Gain
$1.76 Mil
% of Total Estimate Gain
14.32%

Roble, Belko & Company, Inc's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary

As of 2025-03-31, Roble, Belko & Company, Inc held 135,175.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $9.19 Mil. This investment constitutes 1.47% of their stock portfolio, and Roble, Belko & Company, Inc now holds 0.1% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.

The initial trade took place in 2020Q1. And since then Roble, Belko & Company, Inc has made 10 purchases of SPTM, at an average price of $59.57, for a total of 206,629.00 shares. In addition, there have been 9 sales at an average price of $51.48 for 71,454.00 shares. Based on historical transaction data and SPTM's current price of $76.88, Roble, Belko & Company, Inc's estimated gain on his SPTM holdings is $1.76 Mil, reflecting a 14.32% gain to date.

Roble, Belko & Company, Inc SPTM ($76.88) Holding Chart

Roble, Belko & Company, Inc 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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