SimpliFi, Inc. SPSB Holdings History
SimpliFi, Inc.'s SPDR Portfolio Short Term Corporate Bond ETF Holding Summary
As of 2025-06-30, SimpliFi, Inc. held 406,241.00 shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $12.26 Mil. This investment constitutes 5.4% of their stock portfolio, and SimpliFi, Inc. now holds 0.15% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.
The initial trade took place in 2024Q4. And since then SimpliFi, Inc. has made 3 purchases of SPSB, at an average price of $29.97, for a total of 406,241.00 shares. Based on historical transaction data and SPSB's current price of $30.10, SimpliFi, Inc.'s estimated gain on his SPSB holdings is $52,644.06, reflecting a 0.43% gain to date.
SimpliFi, Inc. SPSB ($30.10) Holding Chart
SimpliFi, Inc. SPSB ($30.10) 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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