Number of Shares
77,160.00
Current Holdings Value*
$2.26 Mil
% of Portfolio
1.03%
Total Estimate Gain
$-771.60
% of Total Estimate Gain
-0.03%

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

As of 2025-06-30, Walker Financial Services, Inc. held 77,160.00 shares of SPDR Portfolio Short Term Treasury ETF(SPTS), totaling $2.26 Mil. This investment constitutes 1.03% of their stock portfolio, and Walker Financial Services, Inc. now holds 0.04% of the outstanding SPDR Portfolio Short Term Treasury ETF(SPTS) stock.

The initial trade took place in 2025Q2. And since then Walker Financial Services, Inc. has made 1 purchases of SPTS, at an average price of $29.19, for a total of 77,160.00 shares. Based on historical transaction data and SPTS's current price of $29.18, Walker Financial Services, Inc.'s estimated gain on his SPTS holdings is $-771.60, reflecting a -0.03% gain to date.

Walker Financial Services, Inc. SPTS ($29.18) Holding Chart

Walker Financial Services, Inc. SPTS ($29.18) 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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