Number of Shares
148,728.00
Current Holdings Value*
$3.81 Mil
% of Portfolio
0.64%
Total Estimate Gain
$-2.82 Mil
% of Total Estimate Gain
-6.10%

SENTINEL PENSION ADVISORS, LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary

As of 2025-06-30, SENTINEL PENSION ADVISORS, LLC held 148,728.00 shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $3.81 Mil. This investment constitutes 0.64% of their stock portfolio, and SENTINEL PENSION ADVISORS, LLC now holds 0.04% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.

The initial trade took place in 2019Q4. And since then SENTINEL PENSION ADVISORS, LLC has made 6 purchases of SPAB, at an average price of $29.72, for a total of 1.56 Mil shares. In addition, there have been 16 sales at an average price of $28.18 for 1.41 Mil shares. Based on historical transaction data and SPAB's current price of $25.32, SENTINEL PENSION ADVISORS, LLC's estimated gain on his SPAB holdings is $-2.82 Mil, reflecting a -6.10% gain to date.

SENTINEL PENSION ADVISORS, LLC SPAB ($25.32) Holding Chart

SENTINEL PENSION ADVISORS, LLC SPAB ($25.32) 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