Spectrum Planning & Advisory Services Inc. SPTM Holdings History
Spectrum Planning & Advisory Services Inc.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Spectrum Planning & Advisory Services Inc. held - shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 0% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2020Q4. And since then Spectrum Planning & Advisory Services Inc. has made 2 purchases of SPTM, at an average price of $63.87, for a total of 119,871.00 shares. In addition, there have been 13 sales at an average price of $67.22 for 119,871.00 shares. Based on historical transaction data and SPTM's current price of $75.89, Spectrum Planning & Advisory Services Inc.'s estimated gain on his SPTM holdings is $401,386.24, reflecting a 5.24% gain to date.
Spectrum Planning & Advisory Services Inc. SPTM ($75.89) Holding Chart
Spectrum Planning & Advisory Services Inc. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
