Arcadia Wealth Management, LLC SPLG Holdings History
Arcadia Wealth Management, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, Arcadia Wealth Management, LLC held 126,092.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $9.17 Mil. This investment constitutes 4.01% of their stock portfolio, and Arcadia Wealth Management, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2022Q4. And since then Arcadia Wealth Management, LLC has made 5 purchases of SPLG, at an average price of $48.85, for a total of 234,155.00 shares. In addition, there have been 6 sales at an average price of $54.58 for 108,063.00 shares. Based on historical transaction data and SPLG's current price of $73.98, Arcadia Wealth Management, LLC's estimated gain on his SPLG holdings is $3.79 Mil, reflecting a 33.12% gain to date.
Arcadia Wealth Management, LLC SPLG ($73.98) Holding Chart
Arcadia Wealth Management, LLC SPLG ($73.98) 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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