EHRLICH FINANCIAL GROUP SPTI Holdings History
EHRLICH FINANCIAL GROUP's SPDR Portfolio Intermediate Term Treasury ETF Holding Summary
As of 2025-06-30, EHRLICH FINANCIAL GROUP held 53,019.00 shares of SPDR Portfolio Intermediate Term Treasury ETF(SPTI), totaling $1.53 Mil. This investment constitutes 0.99% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0.02% of the outstanding SPDR Portfolio Intermediate Term Treasury ETF(SPTI) stock.
The initial trade took place in 2023Q4. And since then EHRLICH FINANCIAL GROUP has made 1 purchases of SPTI, at an average price of $28.07, for a total of 122,304.00 shares. In addition, there have been 2 sales at an average price of $28.14 for 69,285.00 shares. Based on historical transaction data and SPTI's current price of $28.50, EHRLICH FINANCIAL GROUP's estimated gain on his SPTI holdings is $28,186.29, reflecting a 0.82% gain to date.
EHRLICH FINANCIAL GROUP SPTI ($28.50) Holding Chart
EHRLICH FINANCIAL GROUP SPTI ($28.50) 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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