Number of Shares
523,267.00
Current Holdings Value*
$19.11 Mil
% of Portfolio
6.34%
Total Estimate Gain
$-485,911.33
% of Total Estimate Gain
-1.44%

DeGreen Capital Management LLC's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary

As of 2021-09-30, DeGreen Capital Management LLC held 523,267.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $19.11 Mil. This investment constitutes 6.34% of their stock portfolio, and DeGreen Capital Management LLC now holds 0.34% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.

The initial trade took place in 2018Q3. And since then DeGreen Capital Management LLC has made 8 purchases of SPIB, at an average price of $34.99, for a total of 962,160.00 shares. In addition, there have been 5 sales at an average price of $35.75 for 438,893.00 shares. Based on historical transaction data and SPIB's current price of $33.42, DeGreen Capital Management LLC's estimated gain on his SPIB holdings is $-485,911.33, reflecting a -1.44% gain to date.

DeGreen Capital Management LLC SPIB ($33.42) Holding Chart

DeGreen Capital Management LLC SPIB ($33.42) 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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