GREAT VALLEY ADVISOR GROUP, INC. SPLG Holdings History
GREAT VALLEY ADVISOR GROUP, INC.'s SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, GREAT VALLEY ADVISOR GROUP, INC. held 1.29 Mil shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $85.08 Mil. This investment constitutes 1.83% of their stock portfolio, and GREAT VALLEY ADVISOR GROUP, INC. now holds 0.13% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q3. And since then GREAT VALLEY ADVISOR GROUP, INC. has made 15 purchases of SPLG, at an average price of $53.18, for a total of 1.82 Mil shares. In addition, there have been 4 sales at an average price of $55.55 for 525,687.00 shares. Based on historical transaction data and SPLG's current price of $73.18, GREAT VALLEY ADVISOR GROUP, INC.'s estimated gain on his SPLG holdings is $27.13 Mil, reflecting a 28.04% gain to date.
GREAT VALLEY ADVISOR GROUP, INC. SPLG ($73.18) Holding Chart
GREAT VALLEY ADVISOR GROUP, INC. SPLG ($73.18) 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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