Number of Shares
106,672.00
Current Holdings Value*
$3.12 Mil
% of Portfolio
2.42%
Total Estimate Gain
$39,593.59
% of Total Estimate Gain
1.27%

1620 INVESTMENT ADVISORS, INC.'s SPDR Portfolio Short Term Treasury ETF Holding Summary

As of 2025-03-31, 1620 INVESTMENT ADVISORS, INC. held 106,672.00 shares of SPDR Portfolio Short Term Treasury ETF(SPTS), totaling $3.12 Mil. This investment constitutes 2.42% of their stock portfolio, and 1620 INVESTMENT ADVISORS, INC. now holds 0.05% of the outstanding SPDR Portfolio Short Term Treasury ETF(SPTS) stock.

The initial trade took place in 2022Q3. And since then 1620 INVESTMENT ADVISORS, INC. has made 10 purchases of SPTS, at an average price of $28.84, for a total of 107,711.00 shares. In addition, there have been 1 sales at an average price of $29.18 for 1,039.00 shares. Based on historical transaction data and SPTS's current price of $29.21, 1620 INVESTMENT ADVISORS, INC.'s estimated gain on his SPTS holdings is $39,593.59, reflecting a 1.27% gain to date.

1620 INVESTMENT ADVISORS, INC. SPTS ($29.21) Holding Chart

1620 INVESTMENT ADVISORS, INC. SPTS ($29.21) 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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