Nelson Capital Management, LLC SPTS Holdings History
Nelson Capital Management, LLC's SPDR Portfolio Short Term Treasury ETF Holding Summary
As of 2025-03-31, Nelson Capital Management, LLC held 808,053.00 shares of SPDR Portfolio Short Term Treasury ETF(SPTS), totaling $23.63 Mil. This investment constitutes 4.08% of their stock portfolio, and Nelson Capital Management, LLC now holds 0.4% of the outstanding SPDR Portfolio Short Term Treasury ETF(SPTS) stock.
The initial trade took place in 2019Q4. And since then Nelson Capital Management, LLC has made 14 purchases of SPTS, at an average price of $30.26, for a total of 2.37 Mil shares. In addition, there have been 8 sales at an average price of $30.11 for 1.56 Mil shares. Based on historical transaction data and SPTS's current price of $29.19, Nelson Capital Management, LLC's estimated gain on his SPTS holdings is $-1.10 Mil, reflecting a -1.54% gain to date.
Nelson Capital Management, LLC SPTS ($29.19) Holding Chart
Nelson Capital Management, LLC SPTS ($29.19) 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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