SWMG, LLC SPSB Holdings History

Number of Shares
573,199.00
Current Holdings Value*
$17.23 Mil
% of Portfolio
6.84%
Total Estimate Gain
$147,091.35
% of Total Estimate Gain
0.86%

SWMG, LLC's SPDR Portfolio Short Term Corporate Bond ETF Holding Summary

As of 2025-03-31, SWMG, LLC held 573,199.00 shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $17.23 Mil. This investment constitutes 6.84% of their stock portfolio, and SWMG, LLC now holds 0.22% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.

The initial trade took place in 2023Q3. And since then SWMG, LLC has made 7 purchases of SPSB, at an average price of $29.81, for a total of 573,199.00 shares. Based on historical transaction data and SPSB's current price of $30.07, SWMG, LLC's estimated gain on his SPSB holdings is $147,091.35, reflecting a 0.86% gain to date.

SWMG, LLC SPSB ($30.07) Holding Chart

SWMG, LLC SPSB ($30.07) 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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