Number of Shares
21,379.00
Current Holdings Value*
$1.96 Mil
% of Portfolio
1.63%
Total Estimate Gain
$-36,032.03
% of Total Estimate Gain
-0.21%

Spectrum Planning & Advisory Services Inc.'s SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-03-31, Spectrum Planning & Advisory Services Inc. held 21,379.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $1.96 Mil. This investment constitutes 1.63% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 0% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2020Q4. And since then Spectrum Planning & Advisory Services Inc. has made 5 purchases of BIL, at an average price of $91.56, for a total of 190,664.00 shares. In addition, there have been 8 sales at an average price of $91.35 for 169,285.00 shares. Based on historical transaction data and BIL's current price of $91.50, Spectrum Planning & Advisory Services Inc.'s estimated gain on his BIL holdings is $-36,032.03, reflecting a -0.21% gain to date.

Spectrum Planning & Advisory Services Inc. BIL ($91.50) Holding Chart

Spectrum Planning & Advisory Services Inc. BIL ($91.50) 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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