Alpha Financial Partners, LLC SPLG Holdings History
Alpha Financial Partners, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Alpha Financial Partners, LLC held 71,887.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $4.73 Mil. This investment constitutes 3.79% of their stock portfolio, and Alpha Financial Partners, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2023Q4. And since then Alpha Financial Partners, LLC has made 4 purchases of SPLG, at an average price of $62.38, for a total of 143,774.00 shares. In addition, there have been 1 sales at an average price of $65.03 for 71,887.00 shares. Based on historical transaction data and SPLG's current price of $73.43, Alpha Financial Partners, LLC's estimated gain on his SPLG holdings is $984,368.47, reflecting a 10.98% gain to date.
Alpha Financial Partners, LLC SPLG ($73.43) Holding Chart
Alpha Financial Partners, 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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