SENTINEL PENSION ADVISORS, LLC SPTM Holdings History
SENTINEL PENSION ADVISORS, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-06-30, SENTINEL PENSION ADVISORS, LLC held 163,400.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $12.24 Mil. This investment constitutes 2.06% of their stock portfolio, and SENTINEL PENSION ADVISORS, LLC now holds 0.12% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2019Q4. And since then SENTINEL PENSION ADVISORS, LLC has made 5 purchases of SPTM, at an average price of $39.80, for a total of 971,955.00 shares. In addition, there have been 17 sales at an average price of $50.14 for 808,555.00 shares. Based on historical transaction data and SPTM's current price of $75.69, SENTINEL PENSION ADVISORS, LLC's estimated gain on his SPTM holdings is $14.22 Mil, reflecting a 36.76% gain to date.
SENTINEL PENSION ADVISORS, LLC SPTM ($75.69) Holding Chart
SENTINEL PENSION ADVISORS, LLC SPTM ($75.69) 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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