Number of Shares
324,769.00
Current Holdings Value*
$21.36 Mil
% of Portfolio
0.64%
Total Estimate Gain
$16.72 Mil
% of Total Estimate Gain
26.96%

CreativeOne Wealth, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, CreativeOne Wealth, LLC held 324,769.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $21.36 Mil. This investment constitutes 0.64% of their stock portfolio, and CreativeOne Wealth, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2020Q2. And since then CreativeOne Wealth, LLC has made 10 purchases of SPLG, at an average price of $49.78, for a total of 1.25 Mil shares. In addition, there have been 10 sales at an average price of $59.31 for 920,814.00 shares. Based on historical transaction data and SPLG's current price of $74.23, CreativeOne Wealth, LLC's estimated gain on his SPLG holdings is $16.72 Mil, reflecting a 26.96% gain to date.

CreativeOne Wealth, LLC SPLG ($74.23) Holding Chart

CreativeOne Wealth, 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 %

Top Ranked Articles

  • 1