Clear Perspective Advisors, LLC SPLG Holdings History
Clear Perspective Advisors, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2021-12-31, Clear Perspective Advisors, LLC held 1.01 Mil shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $56.46 Mil. This investment constitutes 17.14% of their stock portfolio, and Clear Perspective Advisors, LLC now holds 0.36% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q2. And since then Clear Perspective Advisors, LLC has made 4 purchases of SPLG, at an average price of $38.79, for a total of 1.17 Mil shares. In addition, there have been 3 sales at an average price of $42.48 for 158,606.00 shares. Based on historical transaction data and SPLG's current price of $73.50, Clear Perspective Advisors, LLC's estimated gain on his SPLG holdings is $35.68 Mil, reflecting a 78.63% gain to date.
Clear Perspective Advisors, LLC SPLG ($73.50) Holding Chart
Clear Perspective Advisors, 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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