Fiduciary Group, LLC SPTS Holdings History
Fiduciary Group, LLC's SPDR Portfolio Short Term Treasury ETF Holding Summary
As of 2025-03-31, Fiduciary Group, LLC held 344,637.00 shares of SPDR Portfolio Short Term Treasury ETF(SPTS), totaling $10.08 Mil. This investment constitutes 1.01% of their stock portfolio, and Fiduciary Group, LLC now holds 0.17% of the outstanding SPDR Portfolio Short Term Treasury ETF(SPTS) stock.
The initial trade took place in 2023Q4. And since then Fiduciary Group, LLC has made 5 purchases of SPTS, at an average price of $29.04, for a total of 344,707.00 shares. In addition, there have been 1 sales at an average price of $28.97 for 70.00 shares. Based on historical transaction data and SPTS's current price of $29.18, Fiduciary Group, LLC's estimated gain on his SPTS holdings is $47,731.68, reflecting a 0.48% gain to date.
Fiduciary Group, LLC SPTS ($29.18) Holding Chart
Fiduciary Group, LLC SPTS ($29.18) 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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