Number of Shares
1.59 Mil
Current Holdings Value*
$108.01 Mil
% of Portfolio
12.63%
Total Estimate Gain
$31.11 Mil
% of Total Estimate Gain
34.62%

Syntegra Private Wealth Group, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary

As of 2025-03-31, Syntegra Private Wealth Group, LLC held 1.59 Mil shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $108.01 Mil. This investment constitutes 12.63% of their stock portfolio, and Syntegra Private Wealth Group, LLC now holds 1.14% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.

The initial trade took place in 2022Q4. And since then Syntegra Private Wealth Group, LLC has made 9 purchases of SPTM, at an average price of $56.58, for a total of 1.59 Mil shares. Based on historical transaction data and SPTM's current price of $76.17, Syntegra Private Wealth Group, LLC's estimated gain on his SPTM holdings is $31.11 Mil, reflecting a 34.62% gain to date.

Syntegra Private Wealth Group, LLC SPTM ($76.17) Holding Chart

Syntegra Private Wealth Group, LLC 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 %

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