Number of Shares
517,475.00
Current Holdings Value*
$14.85 Mil
% of Portfolio
7.6%
Total Estimate Gain
$39,500.56
% of Total Estimate Gain
0.22%

Melone Private Wealth, LLC's SPDR Portfolio Intermediate Term Treasury ETF Holding Summary

As of 2025-06-30, Melone Private Wealth, LLC held 517,475.00 shares of SPDR Portfolio Intermediate Term Treasury ETF(SPTI), totaling $14.85 Mil. This investment constitutes 7.6% of their stock portfolio, and Melone Private Wealth, LLC now holds 0.17% of the outstanding SPDR Portfolio Intermediate Term Treasury ETF(SPTI) stock.

The initial trade took place in 2023Q1. And since then Melone Private Wealth, LLC has made 6 purchases of SPTI, at an average price of $28.30, for a total of 637,741.00 shares. In addition, there have been 1 sales at an average price of $27.75 for 120,266.00 shares. Based on historical transaction data and SPTI's current price of $28.50, Melone Private Wealth, LLC's estimated gain on his SPTI holdings is $39,500.56, reflecting a 0.22% gain to date.

Melone Private Wealth, LLC SPTI ($28.50) Holding Chart

Melone Private Wealth, LLC SPTI ($28.50) 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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