Number of Shares
1.33 Mil
Current Holdings Value*
$40.11 Mil
% of Portfolio
18.23%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
2.63%

Walker Financial Services, Inc.'s SPDR Portfolio Short Term Corporate Bond ETF Holding Summary

As of 2025-06-30, Walker Financial Services, Inc. held 1.33 Mil shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $40.11 Mil. This investment constitutes 18.23% of their stock portfolio, and Walker Financial Services, Inc. now holds 0.48% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.

The initial trade took place in 2022Q4. And since then Walker Financial Services, Inc. has made 9 purchases of SPSB, at an average price of $29.29, for a total of 1.42 Mil shares. In addition, there have been 1 sales at an average price of $29.43 for 95,621.00 shares. Based on historical transaction data and SPSB's current price of $30.10, Walker Financial Services, Inc.'s estimated gain on his SPSB holdings is $1.10 Mil, reflecting a 2.63% gain to date.

Walker Financial Services, Inc. SPSB ($30.10) Holding Chart

Walker Financial Services, Inc. SPSB ($30.10) 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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