Calton & Associates, Inc. SPLG Holdings History
Calton & Associates, Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Calton & Associates, Inc. held 153,182.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $10.07 Mil. This investment constitutes 2.3% of their stock portfolio, and Calton & Associates, Inc. now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2023Q4. And since then Calton & Associates, Inc. has made 5 purchases of SPLG, at an average price of $67.01, for a total of 179,963.00 shares. In addition, there have been 1 sales at an average price of $69.35 for 26,781.00 shares. Based on historical transaction data and SPLG's current price of $73.15, Calton & Associates, Inc.'s estimated gain on his SPLG holdings is $1.00 Mil, reflecting a 8.33% gain to date.
Calton & Associates, Inc. SPLG ($73.15) Holding Chart
Calton & Associates, Inc. SPLG ($73.15) 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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