Number of Shares
1.61 Mil
Current Holdings Value*
$53.41 Mil
% of Portfolio
21.52%
Total Estimate Gain
$506,650.91
% of Total Estimate Gain
0.95%

McMill Wealth Management's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary

As of 2025-03-31, McMill Wealth Management held 1.61 Mil shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $53.41 Mil. This investment constitutes 21.52% of their stock portfolio, and McMill Wealth Management now holds 0.59% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.

The initial trade took place in 2024Q4. And since then McMill Wealth Management has made 1 purchases of SPIB, at an average price of $33.08, for a total of 1.61 Mil shares. Based on historical transaction data and SPIB's current price of $33.40, McMill Wealth Management's estimated gain on his SPIB holdings is $506,650.91, reflecting a 0.95% gain to date.

McMill Wealth Management SPIB ($33.40) Holding Chart

McMill Wealth Management SPIB ($33.40) 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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