Strategic Financial Services, Inc. SPTL Holdings History
Strategic Financial Services, Inc.'s SPDR Portfolio Long Term Treasury ETF Holding Summary
As of 2025-03-31, Strategic Financial Services, Inc. held 321,637.00 shares of SPDR Portfolio Long Term Treasury ETF(SPTL), totaling $8.77 Mil. This investment constitutes 0.51% of their stock portfolio, and Strategic Financial Services, Inc. now holds 0.08% of the outstanding SPDR Portfolio Long Term Treasury ETF(SPTL) stock.
The initial trade took place in 2023Q3. And since then Strategic Financial Services, Inc. has made 5 purchases of SPTL, at an average price of $27.32, for a total of 404,798.00 shares. In addition, there have been 2 sales at an average price of $26.68 for 83,161.00 shares. Based on historical transaction data and SPTL's current price of $25.70, Strategic Financial Services, Inc.'s estimated gain on his SPTL holdings is $-574,424.10, reflecting a -5.19% gain to date.
Strategic Financial Services, Inc. SPTL ($25.70) Holding Chart
Strategic Financial Services, Inc. SPTL ($25.70) 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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