SFG Wealth Management, LLC. SPTI Holdings History
SFG Wealth Management, LLC.'s SPDR Portfolio Intermediate Term Treasury ETF Holding Summary
As of 2025-03-31, SFG Wealth Management, LLC. held 75,270.00 shares of SPDR Portfolio Intermediate Term Treasury ETF(SPTI), totaling $2.15 Mil. This investment constitutes 1.05% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0.03% of the outstanding SPDR Portfolio Intermediate Term Treasury ETF(SPTI) stock.
The initial trade took place in 2022Q4. And since then SFG Wealth Management, LLC. has made 2 purchases of SPTI, at an average price of $28.14, for a total of 84,644.00 shares. In addition, there have been 1 sales at an average price of $28.48 for 9,374.00 shares. Based on historical transaction data and SPTI's current price of $28.50, SFG Wealth Management, LLC.'s estimated gain on his SPTI holdings is $30,471.84, reflecting a 1.28% gain to date.
SFG Wealth Management, LLC. SPTI ($28.50) Holding Chart
SFG Wealth Management, LLC. SPTI ($28.50) 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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