CFS Investment Advisory Services, LLC SPLG Holdings History
CFS Investment Advisory Services, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, CFS Investment Advisory Services, LLC held 989,920.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $65.10 Mil. This investment constitutes 5.79% of their stock portfolio, and CFS Investment Advisory Services, LLC now holds 0.1% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q4. And since then CFS Investment Advisory Services, LLC has made 6 purchases of SPLG, at an average price of $49.61, for a total of 155.65 Mil shares. In addition, there have been 10 sales at an average price of $46.78 for 154.66 Mil shares. Based on historical transaction data and SPLG's current price of $73.50, CFS Investment Advisory Services, LLC's estimated gain on his SPLG holdings is $-413.48 Mil, reflecting a -5.35% gain to date.
CFS Investment Advisory Services, LLC SPLG ($73.50) Holding Chart
CFS Investment Advisory Services, LLC SPLG ($73.50) 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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