MA Private Wealth SPTL Holdings History

Number of Shares
356,002.00
Current Holdings Value*
$9.70 Mil
% of Portfolio
1.83%
Total Estimate Gain
$-203,161.03
% of Total Estimate Gain
-1.42%

MA Private Wealth's SPDR Portfolio Long Term Treasury ETF Holding Summary

As of 2025-03-31, MA Private Wealth held 356,002.00 shares of SPDR Portfolio Long Term Treasury ETF(SPTL), totaling $9.70 Mil. This investment constitutes 1.83% of their stock portfolio, and MA Private Wealth now holds 0.09% of the outstanding SPDR Portfolio Long Term Treasury ETF(SPTL) stock.

The initial trade took place in 2023Q3. And since then MA Private Wealth has made 5 purchases of SPTL, at an average price of $27.16, for a total of 527,007.00 shares. In addition, there have been 2 sales at an average price of $27.31 for 171,005.00 shares. Based on historical transaction data and SPTL's current price of $26.52, MA Private Wealth's estimated gain on his SPTL holdings is $-203,161.03, reflecting a -1.42% gain to date.

MA Private Wealth SPTL ($26.52) Holding Chart

MA Private Wealth SPTL ($26.52) 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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