Number of Shares
685,690.00
Current Holdings Value*
$46.63 Mil
% of Portfolio
11.69%
Total Estimate Gain
$19.37 Mil
% of Total Estimate Gain
48.85%

Rosenberg Matthew Hamilton's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary

As of 2025-03-31, Rosenberg Matthew Hamilton held 685,690.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $46.63 Mil. This investment constitutes 11.69% of their stock portfolio, and Rosenberg Matthew Hamilton now holds 0.49% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.

The initial trade took place in 2020Q1. And since then Rosenberg Matthew Hamilton has made 13 purchases of SPTM, at an average price of $48.11, for a total of 824,078.00 shares. In addition, there have been 7 sales at an average price of $50.42 for 138,388.00 shares. Based on historical transaction data and SPTM's current price of $75.89, Rosenberg Matthew Hamilton's estimated gain on his SPTM holdings is $19.37 Mil, reflecting a 48.85% gain to date.

Rosenberg Matthew Hamilton SPTM ($75.89) Holding Chart

Rosenberg Matthew Hamilton 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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