Number of Shares
247,635.00
Current Holdings Value*
$7.45 Mil
% of Portfolio
0.61%
Total Estimate Gain
$-74,950.94
% of Total Estimate Gain
-0.20%

NewSquare Capital LLC's SPDR Portfolio Short Term Corporate Bond ETF Holding Summary

As of 2025-03-31, NewSquare Capital LLC held 247,635.00 shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $7.45 Mil. This investment constitutes 0.61% of their stock portfolio, and NewSquare Capital LLC now holds 0.09% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.

The initial trade took place in 2015Q2. And since then NewSquare Capital LLC has made 8 purchases of SPSB, at an average price of $30.07, for a total of 1.22 Mil shares. In addition, there have been 8 sales at an average price of $29.99 for 974,816.00 shares. Based on historical transaction data and SPSB's current price of $30.11, NewSquare Capital LLC's estimated gain on his SPSB holdings is $-74,950.94, reflecting a -0.20% gain to date.

NewSquare Capital LLC SPSB ($30.11) Holding Chart

NewSquare Capital LLC SPSB ($30.11) 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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