Number of Shares
920,334.00
Current Holdings Value*
$60.52 Mil
% of Portfolio
6.83%
Total Estimate Gain
$26.73 Mil
% of Total Estimate Gain
32.96%

Allen Capital Group, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, Allen Capital Group, LLC held 920,334.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $60.52 Mil. This investment constitutes 6.83% of their stock portfolio, and Allen Capital Group, LLC now holds 0.1% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2020Q3. And since then Allen Capital Group, LLC has made 13 purchases of SPLG, at an average price of $45.00, for a total of 1.80 Mil shares. In addition, there have been 6 sales at an average price of $45.64 for 881,951.00 shares. Based on historical transaction data and SPLG's current price of $73.43, Allen Capital Group, LLC's estimated gain on his SPLG holdings is $26.73 Mil, reflecting a 32.96% gain to date.

Allen Capital Group, LLC SPLG ($73.43) Holding Chart

Allen Capital Group, LLC SPLG ($73.43) 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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