Number of Shares
710,891.00
Current Holdings Value*
$51.67 Mil
% of Portfolio
4.02%
Total Estimate Gain
$19.56 Mil
% of Total Estimate Gain
53.83%

CAHABA WEALTH MANAGEMENT, INC.'s SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-06-30, CAHABA WEALTH MANAGEMENT, INC. held 710,891.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $51.67 Mil. This investment constitutes 4.02% of their stock portfolio, and CAHABA WEALTH MANAGEMENT, INC. now holds 0.07% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2020Q3. And since then CAHABA WEALTH MANAGEMENT, INC. has made 13 purchases of SPLG, at an average price of $47.76, for a total of 760,754.00 shares. In addition, there have been 7 sales at an average price of $57.44 for 49,863.00 shares. Based on historical transaction data and SPLG's current price of $74.59, CAHABA WEALTH MANAGEMENT, INC.'s estimated gain on his SPLG holdings is $19.56 Mil, reflecting a 53.83% gain to date.

CAHABA WEALTH MANAGEMENT, INC. SPLG ($74.59) Holding Chart

CAHABA WEALTH MANAGEMENT, INC. SPLG ($74.59) 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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