Number of Shares
442,147.00
Current Holdings Value*
$32.14 Mil
% of Portfolio
11.74%
Total Estimate Gain
$8.38 Mil
% of Total Estimate Gain
26.01%

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

As of 2025-06-30, Financial Insights, Inc. held 442,147.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $32.14 Mil. This investment constitutes 11.74% of their stock portfolio, and Financial Insights, Inc. now holds 0.04% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2023Q4. And since then Financial Insights, Inc. has made 5 purchases of SPLG, at an average price of $57.38, for a total of 561,525.00 shares. In addition, there have been 2 sales at an average price of $66.11 for 119,378.00 shares. Based on historical transaction data and SPLG's current price of $73.98, Financial Insights, Inc.'s estimated gain on his SPLG holdings is $8.38 Mil, reflecting a 26.01% gain to date.

Financial Insights, Inc. SPLG ($73.98) Holding Chart

Financial Insights, Inc. SPLG ($73.98) 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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