Windward Private Wealth Management Inc. SPSB Holdings History
Windward Private Wealth Management Inc.'s SPDR Portfolio Short Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Windward Private Wealth Management Inc. held 25,911.00 shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $779,920.00. This investment constitutes 0.3% of their stock portfolio, and Windward Private Wealth Management Inc. now holds 0.01% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.
The initial trade took place in 2020Q4. And since then Windward Private Wealth Management Inc. has made 3 purchases of SPSB, at an average price of $31.11, for a total of 484,291.00 shares. In addition, there have been 14 sales at an average price of $30.38 for 458,380.00 shares. Based on historical transaction data and SPSB's current price of $30.02, Windward Private Wealth Management Inc.'s estimated gain on his SPSB holdings is $-364,358.74, reflecting a -2.42% gain to date.
Windward Private Wealth Management Inc. SPSB ($30.02) Holding Chart
Windward Private Wealth Management Inc. SPSB ($30.02) 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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