MCMORGAN & CO LLC SPTL Holdings History
MCMORGAN & CO LLC's SPDR Portfolio Long Term Treasury ETF Holding Summary
As of 2025-03-31, MCMORGAN & CO LLC held 1.02 Mil shares of SPDR Portfolio Long Term Treasury ETF(SPTL), totaling $27.78 Mil. This investment constitutes 4.45% of their stock portfolio, and MCMORGAN & CO LLC now holds 0.24% of the outstanding SPDR Portfolio Long Term Treasury ETF(SPTL) stock.
The initial trade took place in 2021Q2. And since then MCMORGAN & CO LLC has made 11 purchases of SPTL, at an average price of $32.05, for a total of 1.18 Mil shares. In addition, there have been 4 sales at an average price of $30.91 for 158,906.00 shares. Based on historical transaction data and SPTL's current price of $26.22, MCMORGAN & CO LLC's estimated gain on his SPTL holdings is $-6.13 Mil, reflecting a -16.23% gain to date.
MCMORGAN & CO LLC SPTL ($26.22) Holding Chart
MCMORGAN & CO LLC SPTL ($26.22) 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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