O'Brien Wealth Partners LLC SPTI Holdings History
O'Brien Wealth Partners LLC's SPDR Portfolio Intermediate Term Treasury ETF Holding Summary
As of 2025-06-30, O'Brien Wealth Partners LLC held 1.40 Mil shares of SPDR Portfolio Intermediate Term Treasury ETF(SPTI), totaling $40.25 Mil. This investment constitutes 6.32% of their stock portfolio, and O'Brien Wealth Partners LLC now holds 0.46% of the outstanding SPDR Portfolio Intermediate Term Treasury ETF(SPTI) stock.
The initial trade took place in 2021Q3. And since then O'Brien Wealth Partners LLC has made 11 purchases of SPTI, at an average price of $29.64, for a total of 1.48 Mil shares. In addition, there have been 5 sales at an average price of $30.36 for 81,856.00 shares. Based on historical transaction data and SPTI's current price of $28.50, O'Brien Wealth Partners LLC's estimated gain on his SPTI holdings is $-1.53 Mil, reflecting a -3.49% gain to date.
O'Brien Wealth Partners LLC SPTI ($28.50) Holding Chart
O'Brien Wealth Partners 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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