Badgley Phelps Wealth Managers, LLC SPLG Holdings History
Badgley Phelps Wealth Managers, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Badgley Phelps Wealth Managers, LLC held 671,252.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $44.14 Mil. This investment constitutes 1.07% of their stock portfolio, and Badgley Phelps Wealth Managers, LLC now holds 0.07% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2023Q1. And since then Badgley Phelps Wealth Managers, LLC has made 8 purchases of SPLG, at an average price of $48.71, for a total of 1.01 Mil shares. In addition, there have been 1 sales at an average price of $69.16 for 337,160.00 shares. Based on historical transaction data and SPLG's current price of $72.97, Badgley Phelps Wealth Managers, LLC's estimated gain on his SPLG holdings is $23.17 Mil, reflecting a 47.18% gain to date.
Badgley Phelps Wealth Managers, LLC SPLG ($72.97) Holding Chart
Badgley Phelps Wealth Managers, LLC SPLG ($72.97) 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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