R. W. Roge & Company, Inc. SPTL Holdings History
R. W. Roge & Company, Inc.'s SPDR Portfolio Long Term Treasury ETF Holding Summary
As of 2025-03-31, R. W. Roge & Company, Inc. held 629,183.00 shares of SPDR Portfolio Long Term Treasury ETF(SPTL), totaling $17.15 Mil. This investment constitutes 9.39% of their stock portfolio, and R. W. Roge & Company, Inc. now holds 0.15% of the outstanding SPDR Portfolio Long Term Treasury ETF(SPTL) stock.
The initial trade took place in 2024Q2. And since then R. W. Roge & Company, Inc. has made 3 purchases of SPTL, at an average price of $27.39, for a total of 653,849.00 shares. In addition, there have been 1 sales at an average price of $26.65 for 24,666.00 shares. Based on historical transaction data and SPTL's current price of $25.98, R. W. Roge & Company, Inc.'s estimated gain on his SPTL holdings is $-906,056.06, reflecting a -5.06% gain to date.
R. W. Roge & Company, Inc. SPTL ($25.98) Holding Chart
R. W. Roge & Company, Inc. SPTL ($25.98) 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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