Number of Shares
214,635.00
Current Holdings Value*
$6.28 Mil
% of Portfolio
3.69%
Total Estimate Gain
$26,888.19
% of Total Estimate Gain
0.06%

Private Wealth Group, LLC's SPDR Portfolio Short Term Treasury ETF Holding Summary

As of 2025-03-31, Private Wealth Group, LLC held 214,635.00 shares of SPDR Portfolio Short Term Treasury ETF(SPTS), totaling $6.28 Mil. This investment constitutes 3.69% of their stock portfolio, and Private Wealth Group, LLC now holds 0.1% of the outstanding SPDR Portfolio Short Term Treasury ETF(SPTS) stock.

The initial trade took place in 2019Q4. And since then Private Wealth Group, LLC has made 8 purchases of SPTS, at an average price of $30.06, for a total of 1.41 Mil shares. In addition, there have been 14 sales at an average price of $30.26 for 1.19 Mil shares. Based on historical transaction data and SPTS's current price of $29.12, Private Wealth Group, LLC's estimated gain on his SPTS holdings is $26,888.19, reflecting a 0.06% gain to date.

Private Wealth Group, LLC SPTS ($29.12) Holding Chart

Private Wealth Group, LLC SPTS ($29.12) 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 %

Top Ranked Articles

  • 1