AFFINIA FINANCIAL GROUP, LLC SPLG Holdings History
AFFINIA FINANCIAL GROUP, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2023-06-30, AFFINIA FINANCIAL GROUP, LLC held 477,509.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $25.28 Mil. This investment constitutes 17.52% of their stock portfolio, and AFFINIA FINANCIAL GROUP, LLC now holds 0.14% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q2. And since then AFFINIA FINANCIAL GROUP, LLC has made 8 purchases of SPLG, at an average price of $35.17, for a total of 826,950.00 shares. In addition, there have been 5 sales at an average price of $47.29 for 349,441.00 shares. Based on historical transaction data and SPLG's current price of $74.24, AFFINIA FINANCIAL GROUP, LLC's estimated gain on his SPLG holdings is $22.88 Mil, reflecting a 78.67% gain to date.
AFFINIA FINANCIAL GROUP, LLC SPLG ($74.24) Holding Chart
AFFINIA FINANCIAL GROUP, LLC SPLG ($74.24) 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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