Burt Wealth Advisors SPIB Holdings History
Burt Wealth Advisors's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary
As of 2025-06-30, Burt Wealth Advisors held 834,673.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $28.03 Mil. This investment constitutes 6.41% of their stock portfolio, and Burt Wealth Advisors now holds 0.28% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.
The initial trade took place in 2023Q1. And since then Burt Wealth Advisors has made 9 purchases of SPIB, at an average price of $32.18, for a total of 855,447.00 shares. In addition, there have been 1 sales at an average price of $32.39 for 20,774.00 shares. Based on historical transaction data and SPIB's current price of $33.40, Burt Wealth Advisors's estimated gain on his SPIB holdings is $1.02 Mil, reflecting a 3.71% gain to date.
Burt Wealth Advisors SPIB ($33.40) Holding Chart
Burt Wealth Advisors SPIB ($33.40) 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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