Number of Shares
144,032.00
Current Holdings Value*
$4.22 Mil
% of Portfolio
4.04%
Total Estimate Gain
$-148,483.67
% of Total Estimate Gain
-0.86%

MY Wealth Management Inc.'s SPDR Portfolio Short Term Treasury ETF Holding Summary

As of 2025-06-30, MY Wealth Management Inc. held 144,032.00 shares of SPDR Portfolio Short Term Treasury ETF(SPTS), totaling $4.22 Mil. This investment constitutes 4.04% of their stock portfolio, and MY Wealth Management Inc. now holds 0.07% of the outstanding SPDR Portfolio Short Term Treasury ETF(SPTS) stock.

The initial trade took place in 2021Q4. And since then MY Wealth Management Inc. has made 4 purchases of SPTS, at an average price of $29.63, for a total of 583,630.00 shares. In addition, there have been 10 sales at an average price of $29.44 for 439,598.00 shares. Based on historical transaction data and SPTS's current price of $29.18, MY Wealth Management Inc.'s estimated gain on his SPTS holdings is $-148,483.67, reflecting a -0.86% gain to date.

MY Wealth Management Inc. SPTS ($29.18) Holding Chart

MY Wealth Management Inc. SPTS ($29.18) 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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