Spectrum Wealth Advisory Group, LLC SPTI Holdings History
Spectrum Wealth Advisory Group, LLC's SPDR Portfolio Intermediate Term Treasury ETF Holding Summary
As of 2025-03-31, Spectrum Wealth Advisory Group, LLC held 376,673.00 shares of SPDR Portfolio Intermediate Term Treasury ETF(SPTI), totaling $10.77 Mil. This investment constitutes 5.17% of their stock portfolio, and Spectrum Wealth Advisory Group, LLC now holds 0.12% of the outstanding SPDR Portfolio Intermediate Term Treasury ETF(SPTI) stock.
The initial trade took place in 2024Q3. And since then Spectrum Wealth Advisory Group, LLC has made 2 purchases of SPTI, at an average price of $28.60, for a total of 380,689.00 shares. In addition, there have been 1 sales at an average price of $28.14 for 4,016.00 shares. Based on historical transaction data and SPTI's current price of $28.50, Spectrum Wealth Advisory Group, LLC's estimated gain on his SPTI holdings is $-40,613.12, reflecting a -0.37% gain to date.
Spectrum Wealth Advisory Group, LLC SPTI ($28.50) Holding Chart
Spectrum Wealth Advisory Group, 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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