Number of Shares
561,576.00
Current Holdings Value*
$14.34 Mil
% of Portfolio
10.98%
Total Estimate Gain
$-244,149.54
% of Total Estimate Gain
-1.66%

Copley Financial Group, Inc.'s SPDR Portfolio Aggregate Bond ETF Holding Summary

As of 2025-03-31, Copley Financial Group, Inc. held 561,576.00 shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $14.34 Mil. This investment constitutes 10.98% of their stock portfolio, and Copley Financial Group, Inc. now holds 0.16% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.

The initial trade took place in 2024Q3. And since then Copley Financial Group, Inc. has made 1 purchases of SPAB, at an average price of $25.75, for a total of 570,841.00 shares. In addition, there have been 1 sales at an average price of $25.23 for 9,265.00 shares. Based on historical transaction data and SPAB's current price of $25.32, Copley Financial Group, Inc.'s estimated gain on his SPAB holdings is $-244,149.54, reflecting a -1.66% gain to date.

Copley Financial Group, Inc. SPAB ($25.32) Holding Chart

Copley Financial Group, Inc. SPAB ($25.32) 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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