Number of Shares
331,563.00
Current Holdings Value*
$8.72 Mil
% of Portfolio
0.61%
Total Estimate Gain
$-432,660.96
% of Total Estimate Gain
-3.11%

Keystone Financial Group's State Street SPDR Portfolio Long Term Treasury ETF Holding Summary

As of 2026-03-31, Keystone Financial Group held 331,563.00 shares of State Street SPDR Portfolio Long Term Treasury ETF(SPTL), totaling $8.72 Mil. This investment constitutes 0.61% of their stock portfolio, and Keystone Financial Group now holds 0.08% of the outstanding State Street SPDR Portfolio Long Term Treasury ETF(SPTL) stock.

The initial trade took place in 2023Q2. And since then Keystone Financial Group has made 10 purchases of SPTL, at an average price of $27.50, for a total of 505,311.00 shares. In addition, there have been 2 sales at an average price of $26.99 for 173,748.00 shares. Based on historical transaction data and SPTL's current price of $26.47, Keystone Financial Group's estimated gain on his SPTL holdings is $-432,660.96, reflecting a -3.11% gain to date.

Keystone Financial Group SPTL ($26.47) Holding Chart

Keystone Financial Group SPTL ($26.47) 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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