Number of Shares
280,762.00
Current Holdings Value*
$9.33 Mil
% of Portfolio
4.08%
Total Estimate Gain
$-413,682.25
% of Total Estimate Gain
-1.34%

Wayfinding Financial, LLC's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Wayfinding Financial, LLC held 280,762.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $9.33 Mil. This investment constitutes 4.08% of their stock portfolio, and Wayfinding Financial, LLC now holds 0.1% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.

The initial trade took place in 2021Q4. And since then Wayfinding Financial, LLC has made 7 purchases of SPIB, at an average price of $33.39, for a total of 921,742.00 shares. In addition, there have been 5 sales at an average price of $32.78 for 640,980.00 shares. Based on historical transaction data and SPIB's current price of $33.33, Wayfinding Financial, LLC's estimated gain on his SPIB holdings is $-413,682.25, reflecting a -1.34% gain to date.

Wayfinding Financial, LLC SPIB ($33.33) Holding Chart

Wayfinding Financial, LLC SPIB ($33.33) 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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