Compass Financial Services Inc SPLG Holdings History
Compass Financial Services Inc's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Compass Financial Services Inc held 530,640.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $34.89 Mil. This investment constitutes 18.32% of their stock portfolio, and Compass Financial Services Inc now holds 0.05% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2024Q4. And since then Compass Financial Services Inc has made 1 purchases of SPLG, at an average price of $69.35, for a total of 530,640.00 shares. Based on historical transaction data and SPLG's current price of $73.13, Compass Financial Services Inc's estimated gain on his SPLG holdings is $2.00 Mil, reflecting a 5.45% gain to date.
Compass Financial Services Inc SPLG ($73.13) Holding Chart
Compass Financial Services Inc SPLG ($73.13) 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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