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 2025-06-30, Spartan Planning & Wealth Management held 198,046.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $14.83 Mil. This investment constitutes 12.7% of their stock portfolio, and Spartan Planning & Wealth Management now holds 0.14% 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 6 purchases of SPTM, at an average price of $59.13, for a total of 375,403.00 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 $76.08, Spartan Planning & Wealth Management's estimated gain on his SPTM holdings is $3.06 Mil, reflecting a 13.77% gain to date.
Spartan Planning & Wealth Management SPTM ($76.08) Holding Chart
Spartan Planning & Wealth Management 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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