Cypress Wealth Services, LLC SPLG Holdings History
Cypress Wealth Services, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Cypress Wealth Services, LLC held 303,756.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $19.97 Mil. This investment constitutes 4.05% of their stock portfolio, and Cypress Wealth Services, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2021Q1. And since then Cypress Wealth Services, LLC has made 10 purchases of SPLG, at an average price of $49.34, for a total of 415,654.00 shares. In addition, there have been 7 sales at an average price of $60.57 for 111,898.00 shares. Based on historical transaction data and SPLG's current price of $73.81, Cypress Wealth Services, LLC's estimated gain on his SPLG holdings is $8.69 Mil, reflecting a 42.37% gain to date.
Cypress Wealth Services, LLC SPLG ($73.81) Holding Chart
Cypress Wealth Services, LLC SPLG ($73.81) 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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