Strategic Wealth Partners, Ltd. SPSB Holdings History
Strategic Wealth Partners, Ltd.'s SPDR Portfolio Short Term Corporate Bond ETF Holding Summary
As of 2024-12-31, Strategic Wealth Partners, Ltd. held 1.05 Mil shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $31.29 Mil. This investment constitutes 2.59% of their stock portfolio, and Strategic Wealth Partners, Ltd. now holds 0.36% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.
The initial trade took place in 2020Q2. And since then Strategic Wealth Partners, Ltd. has made 16 purchases of SPSB, at an average price of $30.24, for a total of 1.09 Mil shares. In addition, there have been 3 sales at an average price of $29.46 for 48,666.00 shares. Based on historical transaction data and SPSB's current price of $30.11, Strategic Wealth Partners, Ltd.'s estimated gain on his SPSB holdings is $-170,559.13, reflecting a -0.52% gain to date.
Strategic Wealth Partners, Ltd. SPSB ($30.11) Holding Chart
Strategic Wealth Partners, Ltd. SPSB ($30.11) 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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