StrategIQ Financial Group, LLC SPTM Holdings History
StrategIQ Financial Group, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2023-12-31, StrategIQ Financial Group, LLC held 392,291.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $22.93 Mil. This investment constitutes 2.59% of their stock portfolio, and StrategIQ Financial Group, LLC now holds 0.33% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2018Q3. And since then StrategIQ Financial Group, LLC has made 12 purchases of SPTM, at an average price of $48.08, for a total of 616,183.00 shares. In addition, there have been 9 sales at an average price of $54.18 for 223,892.00 shares. Based on historical transaction data and SPTM's current price of $74.04, StrategIQ Financial Group, LLC's estimated gain on his SPTM holdings is $11.55 Mil, reflecting a 38.97% gain to date.
StrategIQ Financial Group, LLC SPTM ($74.04) Holding Chart
StrategIQ Financial Group, LLC SPTM ($74.04) 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
