MY Wealth Management Inc. SPTS Holdings History
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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