CAPITAL WEALTH MANAGEMENT, LLC SPSB Holdings History
CAPITAL WEALTH MANAGEMENT, LLC's SPDR Portfolio Short Term Corporate Bond ETF Holding Summary
As of 2025-06-30, CAPITAL WEALTH MANAGEMENT, LLC held 1.02 Mil shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $30.70 Mil. This investment constitutes 11.45% of their stock portfolio, and CAPITAL WEALTH MANAGEMENT, LLC now holds 0.37% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.
The initial trade took place in 2022Q2. And since then CAPITAL WEALTH MANAGEMENT, LLC has made 12 purchases of SPSB, at an average price of $29.68, for a total of 1.02 Mil shares. In addition, there have been 1 sales at an average price of $29.13 for 1,402.00 shares. Based on historical transaction data and SPSB's current price of $30.10, CAPITAL WEALTH MANAGEMENT, LLC's estimated gain on his SPSB holdings is $429,050.10, reflecting a 1.42% gain to date.
CAPITAL WEALTH MANAGEMENT, LLC SPSB ($30.10) Holding Chart
CAPITAL WEALTH MANAGEMENT, LLC SPSB ($30.10) 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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