Number of Shares
276,995.00
Current Holdings Value*
$18.22 Mil
% of Portfolio
5.28%
Total Estimate Gain
$5.55 Mil
% of Total Estimate Gain
15.14%

B.O.S.S. Retirement Advisors, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, B.O.S.S. Retirement Advisors, LLC held 276,995.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $18.22 Mil. This investment constitutes 5.28% of their stock portfolio, and B.O.S.S. Retirement Advisors, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2022Q4. And since then B.O.S.S. Retirement Advisors, LLC has made 4 purchases of SPLG, at an average price of $54.90, for a total of 667,642.00 shares. In addition, there have been 5 sales at an average price of $55.96 for 390,647.00 shares. Based on historical transaction data and SPLG's current price of $73.43, B.O.S.S. Retirement Advisors, LLC's estimated gain on his SPLG holdings is $5.55 Mil, reflecting a 15.14% gain to date.

B.O.S.S. Retirement Advisors, LLC SPLG ($73.43) Holding Chart

B.O.S.S. Retirement Advisors, 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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