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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