O'Brien Wealth Partners LLC SPTL Holdings History
O'Brien Wealth Partners LLC's SPDR Portfolio Long Term Treasury ETF Holding Summary
As of 2025-06-30, O'Brien Wealth Partners LLC held 917,946.00 shares of SPDR Portfolio Long Term Treasury ETF(SPTL), totaling $24.40 Mil. This investment constitutes 3.83% of their stock portfolio, and O'Brien Wealth Partners LLC now holds 0.21% of the outstanding SPDR Portfolio Long Term Treasury ETF(SPTL) stock.
The initial trade took place in 2021Q1. And since then O'Brien Wealth Partners LLC has made 16 purchases of SPTL, at an average price of $32.54, for a total of 1.19 Mil shares. In addition, there have been 2 sales at an average price of $26.62 for 271,120.00 shares. Based on historical transaction data and SPTL's current price of $25.94, O'Brien Wealth Partners LLC's estimated gain on his SPTL holdings is $-7.67 Mil, reflecting a -19.82% gain to date.
O'Brien Wealth Partners LLC SPTL ($25.94) Holding Chart
O'Brien Wealth Partners LLC SPTL ($25.94) 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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