Number of Shares
188,556.00
Current Holdings Value*
$12.40 Mil
% of Portfolio
1.82%
Total Estimate Gain
$1.30 Mil
% of Total Estimate Gain
9.50%

Archford Capital Strategies, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, Archford Capital Strategies, LLC held 188,556.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $12.40 Mil. This investment constitutes 1.82% of their stock portfolio, and Archford Capital Strategies, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2020Q3. And since then Archford Capital Strategies, LLC has made 3 purchases of SPLG, at an average price of $64.79, for a total of 210,806.00 shares. In addition, there have been 12 sales at an average price of $48.69 for 22,250.00 shares. Based on historical transaction data and SPLG's current price of $73.57, Archford Capital Strategies, LLC's estimated gain on his SPLG holdings is $1.30 Mil, reflecting a 9.50% gain to date.

Archford Capital Strategies, LLC SPLG ($73.57) Holding Chart

Archford Capital Strategies, LLC 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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