HHM Wealth Advisors, LLC SPTS Holdings History
HHM Wealth Advisors, LLC's SPDR Portfolio Short Term Treasury ETF Holding Summary
As of 2025-03-31, HHM Wealth Advisors, LLC held 1.13 Mil shares of SPDR Portfolio Short Term Treasury ETF(SPTS), totaling $33.09 Mil. This investment constitutes 4.45% of their stock portfolio, and HHM Wealth Advisors, LLC now holds 0.56% of the outstanding SPDR Portfolio Short Term Treasury ETF(SPTS) stock.
The initial trade took place in 2023Q2. And since then HHM Wealth Advisors, LLC has made 5 purchases of SPTS, at an average price of $28.90, for a total of 1.13 Mil shares. In addition, there have been 1 sales at an average price of $28.81 for 335.00 shares. Based on historical transaction data and SPTS's current price of $29.12, HHM Wealth Advisors, LLC's estimated gain on his SPTS holdings is $257,244.36, reflecting a 0.79% gain to date.
HHM Wealth Advisors, LLC SPTS ($29.12) Holding Chart
HHM Wealth Advisors, LLC SPTS ($29.12) 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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