M Holdings Securities, Inc. SPSB Holdings History
M Holdings Securities, Inc.'s SPDR Portfolio Short Term Corporate Bond ETF Holding Summary
As of 2025-03-31, M Holdings Securities, Inc. held 511,858.00 shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $15.41 Mil. This investment constitutes 2.56% of their stock portfolio, and M Holdings Securities, Inc. now holds 0.2% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.
The initial trade took place in 2020Q1. And since then M Holdings Securities, Inc. has made 13 purchases of SPSB, at an average price of $30.39, for a total of 1.23 Mil shares. In addition, there have been 6 sales at an average price of $29.42 for 715,384.00 shares. Based on historical transaction data and SPSB's current price of $30.10, M Holdings Securities, Inc.'s estimated gain on his SPSB holdings is $-837,937.35, reflecting a -2.25% gain to date.
M Holdings Securities, Inc. SPSB ($30.10) Holding Chart
M Holdings Securities, Inc. SPSB ($30.10) 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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