Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. SPSB Holdings History
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s SPDR Portfolio Short Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Holt Capital Advisors, L.L.C. dba Holt Capital Par held 1.13 Mil shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $34.11 Mil. This investment constitutes 5.21% of their stock portfolio, and Holt Capital Advisors, L.L.C. dba Holt Capital Par now holds 0.45% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.
The initial trade took place in 2014Q1. And since then Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. has made 29 purchases of SPSB, at an average price of $30.22, for a total of 1.46 Mil shares. In addition, there have been 6 sales at an average price of $29.59 for 331,182.00 shares. Based on historical transaction data and SPSB's current price of $30.05, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s estimated gain on his SPSB holdings is $-400,727.96, reflecting a -0.91% gain to date.
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. SPSB ($30.05) Holding Chart
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. SPSB ($30.05) 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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