Core Wealth Advisors, Inc. SPLG Holdings History
Core Wealth Advisors, Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Core Wealth Advisors, Inc. held 274,156.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $18.03 Mil. This investment constitutes 5.74% of their stock portfolio, and Core Wealth Advisors, Inc. now holds 0.03% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2023Q1. And since then Core Wealth Advisors, Inc. has made 3 purchases of SPLG, at an average price of $49.60, for a total of 591,858.00 shares. In addition, there have been 5 sales at an average price of $50.14 for 317,702.00 shares. Based on historical transaction data and SPLG's current price of $72.32, Core Wealth Advisors, Inc.'s estimated gain on his SPLG holdings is $6.40 Mil, reflecting a 21.81% gain to date.
Core Wealth Advisors, Inc. SPLG ($72.32) Holding Chart
Core Wealth Advisors, Inc. SPLG ($72.32) 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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