Number of Shares
13,131.00
Current Holdings Value*
$863,500.00
% of Portfolio
0.66%
Total Estimate Gain
$117,251.78
% of Total Estimate Gain
9.71%

Copley Financial Group, Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, Copley Financial Group, Inc. held 13,131.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $863,500.00. This investment constitutes 0.66% of their stock portfolio, and Copley Financial Group, Inc. now holds 0% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2024Q3. And since then Copley Financial Group, Inc. has made 1 purchases of SPLG, at an average price of $66.22, for a total of 18,225.00 shares. In addition, there have been 1 sales at an average price of $69.16 for 5,094.00 shares. Based on historical transaction data and SPLG's current price of $74.02, Copley Financial Group, Inc.'s estimated gain on his SPLG holdings is $117,251.78, reflecting a 9.71% gain to date.

Copley Financial Group, Inc. SPLG ($74.02) Holding Chart

Copley Financial Group, Inc. SPLG ($74.02) 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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