Number of Shares
173,751.00
Current Holdings Value*
$10.16 Mil
% of Portfolio
11.51%
Total Estimate Gain
$3.95 Mil
% of Total Estimate Gain
42.67%

Wall Capital Group, Inc.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary

As of 2023-12-31, Wall Capital Group, Inc. held 173,751.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $10.16 Mil. This investment constitutes 11.51% of their stock portfolio, and Wall Capital Group, Inc. now holds 0.15% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.

The initial trade took place in 2022Q3. And since then Wall Capital Group, Inc. has made 6 purchases of SPTM, at an average price of $53.32, for a total of 173,751.00 shares. Based on historical transaction data and SPTM's current price of $76.08, Wall Capital Group, Inc.'s estimated gain on his SPTM holdings is $3.95 Mil, reflecting a 42.67% gain to date.

Wall Capital Group, Inc. SPTM ($76.08) Holding Chart

Wall Capital Group, Inc. 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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