Adams Wealth Management SPLG Holdings History
Adams Wealth Management's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Adams Wealth Management held 163,674.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $10.76 Mil. This investment constitutes 2.11% of their stock portfolio, and Adams Wealth Management now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2022Q3. And since then Adams Wealth Management has made 6 purchases of SPLG, at an average price of $46.75, for a total of 496,210.00 shares. In addition, there have been 5 sales at an average price of $50.52 for 332,536.00 shares. Based on historical transaction data and SPLG's current price of $73.57, Adams Wealth Management's estimated gain on his SPLG holdings is $5.65 Mil, reflecting a 24.34% gain to date.
Adams Wealth Management SPLG ($73.57) Holding Chart
Adams Wealth Management SPLG ($73.57) 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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