Number of Shares
1.37 Mil
Current Holdings Value*
$35.09 Mil
% of Portfolio
7.55%
Total Estimate Gain
$-5.15 Mil
% of Total Estimate Gain
-7.74%

McNamara Financial Services, Inc.'s SPDR Portfolio Aggregate Bond ETF Holding Summary

As of 2025-03-31, McNamara Financial Services, Inc. held 1.37 Mil shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $35.09 Mil. This investment constitutes 7.55% of their stock portfolio, and McNamara Financial Services, Inc. now holds 0.42% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.

The initial trade took place in 2018Q3. And since then McNamara Financial Services, Inc. has made 21 purchases of SPAB, at an average price of $27.49, for a total of 2.42 Mil shares. In addition, there have been 5 sales at an average price of $25.42 for 1.05 Mil shares. Based on historical transaction data and SPAB's current price of $25.32, McNamara Financial Services, Inc.'s estimated gain on his SPAB holdings is $-5.15 Mil, reflecting a -7.74% gain to date.

McNamara Financial Services, Inc. SPAB ($25.32) Holding Chart

McNamara Financial Services, Inc. SPAB ($25.32) 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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