SENTINEL PENSION ADVISORS, LLC SPTI Holdings History
SENTINEL PENSION ADVISORS, LLC's SPDR Portfolio Intermediate Term Treasury ETF Holding Summary
As of 2025-03-31, SENTINEL PENSION ADVISORS, LLC held 1.12 Mil shares of SPDR Portfolio Intermediate Term Treasury ETF(SPTI), totaling $31.87 Mil. This investment constitutes 5.87% of their stock portfolio, and SENTINEL PENSION ADVISORS, LLC now holds 0.41% of the outstanding SPDR Portfolio Intermediate Term Treasury ETF(SPTI) stock.
The initial trade took place in 2023Q2. And since then SENTINEL PENSION ADVISORS, LLC has made 6 purchases of SPTI, at an average price of $28.49, for a total of 1.38 Mil shares. In addition, there have been 2 sales at an average price of $27.92 for 264,843.00 shares. Based on historical transaction data and SPTI's current price of $28.46, SENTINEL PENSION ADVISORS, LLC's estimated gain on his SPTI holdings is $-189,408.39, reflecting a -0.48% gain to date.
SENTINEL PENSION ADVISORS, LLC SPTI ($28.46) Holding Chart
SENTINEL PENSION ADVISORS, LLC SPTI ($28.46) 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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