Dynamic Advisor Solutions LLC SPLG Holdings History
Dynamic Advisor Solutions LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, Dynamic Advisor Solutions LLC held 765,921.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $55.67 Mil. This investment constitutes 1.72% of their stock portfolio, and Dynamic Advisor Solutions LLC now holds 0.08% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2021Q1. And since then Dynamic Advisor Solutions LLC has made 12 purchases of SPLG, at an average price of $58.62, for a total of 1.56 Mil shares. In addition, there have been 4 sales at an average price of $68.61 for 799,007.00 shares. Based on historical transaction data and SPLG's current price of $73.43, Dynamic Advisor Solutions LLC's estimated gain on his SPLG holdings is $19.32 Mil, reflecting a 21.07% gain to date.
Dynamic Advisor Solutions LLC SPLG ($73.43) Holding Chart
Dynamic Advisor Solutions LLC SPLG ($73.43) 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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