Symphony Financial, Ltd. Co. SPTM Holdings History
Symphony Financial, Ltd. Co.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Symphony Financial, Ltd. Co. held 7,550.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $470,570.00. This investment constitutes 0.28% of their stock portfolio, and Symphony Financial, Ltd. Co. now holds 0.01% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2021Q3. And since then Symphony Financial, Ltd. Co. has made 13 purchases of SPTM, at an average price of $55.71, for a total of 527,013.00 shares. In addition, there have been 2 sales at an average price of $70.98 for 519,463.00 shares. Based on historical transaction data and SPTM's current price of $76.17, Symphony Financial, Ltd. Co.'s estimated gain on his SPTM holdings is $8.08 Mil, reflecting a 27.53% gain to date.
Symphony Financial, Ltd. Co. SPTM ($76.17) Holding Chart
Symphony Financial, Ltd. Co. SPTM ($76.17) 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
