Number of Shares
162,738.00
Current Holdings Value*
$10.70 Mil
% of Portfolio
2.1%
Total Estimate Gain
$2.15 Mil
% of Total Estimate Gain
16.95%

Convergence Financial, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, Convergence Financial, LLC held 162,738.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $10.70 Mil. This investment constitutes 2.1% of their stock portfolio, and Convergence Financial, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2021Q4. And since then Convergence Financial, LLC has made 10 purchases of SPLG, at an average price of $60.49, for a total of 209,944.00 shares. In addition, there have been 3 sales at an average price of $58.73 for 47,206.00 shares. Based on historical transaction data and SPLG's current price of $74.23, Convergence Financial, LLC's estimated gain on his SPLG holdings is $2.15 Mil, reflecting a 16.95% gain to date.

Convergence Financial, LLC SPLG ($74.23) Holding Chart

Convergence Financial, LLC SPLG ($74.23) 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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