WNY Asset Management, LLC SPTL Holdings History
WNY Asset Management, LLC's SPDR Portfolio Long Term Treasury ETF Holding Summary
As of 2025-03-31, WNY Asset Management, LLC held 522,536.00 shares of SPDR Portfolio Long Term Treasury ETF(SPTL), totaling $14.24 Mil. This investment constitutes 1.69% of their stock portfolio, and WNY Asset Management, LLC now holds 0.12% of the outstanding SPDR Portfolio Long Term Treasury ETF(SPTL) stock.
The initial trade took place in 2022Q4. And since then WNY Asset Management, LLC has made 5 purchases of SPTL, at an average price of $27.76, for a total of 778,801.00 shares. In addition, there have been 1 sales at an average price of $26.63 for 256,265.00 shares. Based on historical transaction data and SPTL's current price of $26.11, WNY Asset Management, LLC's estimated gain on his SPTL holdings is $-1.15 Mil, reflecting a -5.32% gain to date.
WNY Asset Management, LLC SPTL ($26.11) Holding Chart
WNY Asset Management, LLC SPTL ($26.11) 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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