Weitzel Financial Services, Inc. SPTM Holdings History
Weitzel Financial Services, Inc.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Weitzel Financial Services, Inc. held 652,736.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $42.63 Mil. This investment constitutes 20.33% of their stock portfolio, and Weitzel Financial Services, Inc. now holds 0.47% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2020Q4. And since then Weitzel Financial Services, Inc. has made 6 purchases of SPTM, at an average price of $51.24, for a total of 13.77 Mil shares. In addition, there have been 11 sales at an average price of $54.28 for 13.11 Mil shares. Based on historical transaction data and SPTM's current price of $75.28, Weitzel Financial Services, Inc.'s estimated gain on his SPTM holdings is $55.50 Mil, reflecting a 7.87% gain to date.
Weitzel Financial Services, Inc. SPTM ($75.28) Holding Chart
Weitzel Financial Services, Inc. SPTM ($75.28) 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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