Number of Shares
480,187.00
Current Holdings Value*
$14.04 Mil
% of Portfolio
9.37%
Total Estimate Gain
$-476,566.12
% of Total Estimate Gain
-2.25%

Better Money Decisions, LLC's SPDR Portfolio Short Term Treasury ETF Holding Summary

As of 2025-03-31, Better Money Decisions, LLC held 480,187.00 shares of SPDR Portfolio Short Term Treasury ETF(SPTS), totaling $14.04 Mil. This investment constitutes 9.37% of their stock portfolio, and Better Money Decisions, LLC now holds 0.23% of the outstanding SPDR Portfolio Short Term Treasury ETF(SPTS) stock.

The initial trade took place in 2021Q1. And since then Better Money Decisions, LLC has made 10 purchases of SPTS, at an average price of $29.80, for a total of 710,395.00 shares. In addition, there have been 6 sales at an average price of $29.00 for 230,208.00 shares. Based on historical transaction data and SPTS's current price of $29.19, Better Money Decisions, LLC's estimated gain on his SPTS holdings is $-476,566.12, reflecting a -2.25% gain to date.

Better Money Decisions, LLC SPTS ($29.19) Holding Chart

Better Money Decisions, LLC SPTS ($29.19) 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 %

Top Ranked Articles

  • 1