Number of Shares
121,567.00
Current Holdings Value*
$7.99 Mil
% of Portfolio
5.21%
Total Estimate Gain
$1.48 Mil
% of Total Estimate Gain
19.77%

Guardian Asset Advisors, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, Guardian Asset Advisors, LLC held 121,567.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $7.99 Mil. This investment constitutes 5.21% of their stock portfolio, and Guardian Asset Advisors, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2024Q1. And since then Guardian Asset Advisors, LLC has made 5 purchases of SPLG, at an average price of $61.77, for a total of 121,567.00 shares. Based on historical transaction data and SPLG's current price of $73.98, Guardian Asset Advisors, LLC's estimated gain on his SPLG holdings is $1.48 Mil, reflecting a 19.77% gain to date.

Guardian Asset Advisors, LLC SPLG ($73.98) Holding Chart

Guardian Asset Advisors, LLC 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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