Number of Shares
40,169.00
Current Holdings Value*
$1.21 Mil
% of Portfolio
0.94%
Total Estimate Gain
$8,826.15
% of Total Estimate Gain
0.74%

BARNES PETTEY FINANCIAL ADVISORS, LLC's SPDR Portfolio Short Term Corporate Bond ETF Holding Summary

As of 2025-03-31, BARNES PETTEY FINANCIAL ADVISORS, LLC held 40,169.00 shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $1.21 Mil. This investment constitutes 0.94% of their stock portfolio, and BARNES PETTEY FINANCIAL ADVISORS, LLC now holds 0.02% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.

The initial trade took place in 2024Q2. And since then BARNES PETTEY FINANCIAL ADVISORS, LLC has made 4 purchases of SPSB, at an average price of $29.89, for a total of 40,169.00 shares. Based on historical transaction data and SPSB's current price of $30.11, BARNES PETTEY FINANCIAL ADVISORS, LLC's estimated gain on his SPSB holdings is $8,826.15, reflecting a 0.74% gain to date.

BARNES PETTEY FINANCIAL ADVISORS, LLC SPSB ($30.11) Holding Chart

BARNES PETTEY FINANCIAL ADVISORS, LLC SPSB ($30.11) 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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