Number of Shares
825,090.00
Current Holdings Value*
$18.62 Mil
% of Portfolio
6.71%
Total Estimate Gain
$-529,948.25
% of Total Estimate Gain
-2.78%

Sterling Financial Group, Inc.'s SPDR Portfolio Long Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Sterling Financial Group, Inc. held 825,090.00 shares of SPDR Portfolio Long Term Corporate Bond ETF(SPLB), totaling $18.62 Mil. This investment constitutes 6.71% of their stock portfolio, and Sterling Financial Group, Inc. now holds 1.55% of the outstanding SPDR Portfolio Long Term Corporate Bond ETF(SPLB) stock.

The initial trade took place in 2024Q4. And since then Sterling Financial Group, Inc. has made 2 purchases of SPLB, at an average price of $23.09, for a total of 825,090.00 shares. Based on historical transaction data and SPLB's current price of $22.45, Sterling Financial Group, Inc.'s estimated gain on his SPLB holdings is $-529,948.25, reflecting a -2.78% gain to date.

Sterling Financial Group, Inc. SPLB ($22.45) Holding Chart

Sterling Financial Group, Inc. SPLB ($22.45) 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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