Number of Shares
53,164.00
Current Holdings Value*
$2.16 Mil
% of Portfolio
1.65%
Total Estimate Gain
$-3,905.14
% of Total Estimate Gain
-0.10%

Copley Financial Group, Inc.'s SPDR SSgA Ultra Short Term Bond ETF Holding Summary

As of 2025-03-31, Copley Financial Group, Inc. held 53,164.00 shares of SPDR SSgA Ultra Short Term Bond ETF(ULST), totaling $2.16 Mil. This investment constitutes 1.65% of their stock portfolio, and Copley Financial Group, Inc. now holds 0.33% of the outstanding SPDR SSgA Ultra Short Term Bond ETF(ULST) stock.

The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $40.51 for 38,846.00 shares. Based on historical transaction data and ULST's current price of $40.58, Copley Financial Group, Inc.'s estimated gain on his ULST holdings is $-3,905.14, reflecting a -0.10% gain to date.

Copley Financial Group, Inc. ULST ($40.58) Holding Chart

Copley Financial Group, Inc. ULST ($40.58) 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