SFG Wealth Management, LLC. SPTM Holdings History
SFG Wealth Management, LLC.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, SFG Wealth Management, LLC. held 82,983.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $5.64 Mil. This investment constitutes 2.76% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0.06% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2021Q4. And since then SFG Wealth Management, LLC. has made 5 purchases of SPTM, at an average price of $54.71, for a total of 256,612.00 shares. In addition, there have been 8 sales at an average price of $52.43 for 173,629.00 shares. Based on historical transaction data and SPTM's current price of $76.08, SFG Wealth Management, LLC.'s estimated gain on his SPTM holdings is $1.38 Mil, reflecting a 9.81% gain to date.
SFG Wealth Management, LLC. SPTM ($76.08) Holding Chart
SFG Wealth Management, LLC. SPTM ($76.08) 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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