McCarthy Asset Management, Inc. SPSB Holdings History
McCarthy Asset Management, Inc.'s SPDR Portfolio Short Term Corporate Bond ETF Holding Summary
As of 2025-03-31, McCarthy Asset Management, Inc. held 779,717.00 shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $23.47 Mil. This investment constitutes 17% of their stock portfolio, and McCarthy Asset Management, Inc. now holds 0.31% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.
The initial trade took place in 2024Q2. And since then McCarthy Asset Management, Inc. has made 3 purchases of SPSB, at an average price of $29.69, for a total of 781,214.00 shares. In addition, there have been 1 sales at an average price of $29.96 for 1,497.00 shares. Based on historical transaction data and SPSB's current price of $30.10, McCarthy Asset Management, Inc.'s estimated gain on his SPSB holdings is $319,089.75, reflecting a 1.38% gain to date.
McCarthy Asset Management, Inc. SPSB ($30.10) Holding Chart
McCarthy Asset Management, 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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