US FINANCIAL ADVISORS, LLC SPTI Holdings History
US FINANCIAL ADVISORS, LLC's SPDR Portfolio Intermediate Term Treasury ETF Holding Summary
As of 2025-03-31, US FINANCIAL ADVISORS, LLC held 494,894.00 shares of SPDR Portfolio Intermediate Term Treasury ETF(SPTI), totaling $14.14 Mil. This investment constitutes 4.18% of their stock portfolio, and US FINANCIAL ADVISORS, LLC now holds 0.16% of the outstanding SPDR Portfolio Intermediate Term Treasury ETF(SPTI) stock.
The initial trade took place in 2022Q4. And since then US FINANCIAL ADVISORS, LLC has made 9 purchases of SPTI, at an average price of $28.12, for a total of 643,433.00 shares. In addition, there have been 1 sales at an average price of $27.95 for 148,539.00 shares. Based on historical transaction data and SPTI's current price of $28.77, US FINANCIAL ADVISORS, LLC's estimated gain on his SPTI holdings is $293,513.32, reflecting a 1.62% gain to date.
US FINANCIAL ADVISORS, LLC SPTI ($28.77) Holding Chart
US FINANCIAL ADVISORS, LLC SPTI ($28.77) 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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