Number of Shares
44,059.00
Current Holdings Value*
$2.90 Mil
% of Portfolio
3.54%
Total Estimate Gain
$1.16 Mil
% of Total Estimate Gain
23.92%

Aldebaran Financial Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, Aldebaran Financial Inc. held 44,059.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $2.90 Mil. This investment constitutes 3.54% of their stock portfolio, and Aldebaran Financial Inc. now holds 0% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2020Q3. And since then Aldebaran Financial Inc. has made 11 purchases of SPLG, at an average price of $52.27, for a total of 93,083.00 shares. In addition, there have been 8 sales at an average price of $57.06 for 49,024.00 shares. Based on historical transaction data and SPLG's current price of $73.35, Aldebaran Financial Inc.'s estimated gain on his SPLG holdings is $1.16 Mil, reflecting a 23.92% gain to date.

Aldebaran Financial Inc. SPLG ($73.35) Holding Chart

Aldebaran Financial Inc. SPLG ($73.35) 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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