Beta Wealth Group, Inc. SPLG Holdings History
Beta Wealth Group, Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Beta Wealth Group, Inc. held 134,156.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $8.82 Mil. This investment constitutes 3.17% of their stock portfolio, and Beta Wealth Group, Inc. now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q4. And since then Beta Wealth Group, Inc. has made 8 purchases of SPLG, at an average price of $43.22, for a total of 198,703.00 shares. In addition, there have been 9 sales at an average price of $58.52 for 64,547.00 shares. Based on historical transaction data and SPLG's current price of $73.35, Beta Wealth Group, Inc.'s estimated gain on his SPLG holdings is $5.03 Mil, reflecting a 58.55% gain to date.
Beta Wealth Group, Inc. SPLG ($73.35) Holding Chart
Beta Wealth Group, Inc. SPLG ($73.35) 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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