Spartan Planning & Wealth Management SPTM Holdings History
Spartan Planning & Wealth Management's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Spartan Planning & Wealth Management held 122,792.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $8.35 Mil. This investment constitutes 8.09% of their stock portfolio, and Spartan Planning & Wealth Management now holds 0.09% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2022Q1. And since then Spartan Planning & Wealth Management has made 5 purchases of SPTM, at an average price of $56.56, for a total of 300,149.00 shares. In addition, there have been 2 sales at an average price of $57.44 for 177,357.00 shares. Based on historical transaction data and SPTM's current price of $75.69, Spartan Planning & Wealth Management's estimated gain on his SPTM holdings is $2.50 Mil, reflecting a 14.75% gain to date.
Spartan Planning & Wealth Management SPTM ($75.69) Holding Chart
Spartan Planning & Wealth Management 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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