Number of Shares
3.55 Mil
Current Holdings Value*
$258.40 Mil
% of Portfolio
4.72%
Total Estimate Gain
$83.35 Mil
% of Total Estimate Gain
22.55%

Gradient Investments LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-06-30, Gradient Investments LLC held 3.55 Mil shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $258.40 Mil. This investment constitutes 4.72% of their stock portfolio, and Gradient Investments LLC now holds 0.36% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2020Q3. And since then Gradient Investments LLC has made 13 purchases of SPLG, at an average price of $55.20, for a total of 6.70 Mil shares. In addition, there have been 6 sales at an average price of $60.63 for 3.14 Mil shares. Based on historical transaction data and SPLG's current price of $73.84, Gradient Investments LLC's estimated gain on his SPLG holdings is $83.35 Mil, reflecting a 22.55% gain to date.

Gradient Investments LLC SPLG ($73.84) Holding Chart

Gradient Investments LLC SPLG ($73.84) 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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