Number of Shares
22,257.00
Current Holdings Value*
$1.62 Mil
% of Portfolio
1.01%
Total Estimate Gain
$464,756.69
% of Total Estimate Gain
35.65%

Hofer & Associates. Inc's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-06-30, Hofer & Associates. Inc held 22,257.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $1.62 Mil. This investment constitutes 1.01% of their stock portfolio, and Hofer & Associates. Inc now holds 0% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2022Q4. And since then Hofer & Associates. Inc has made 9 purchases of SPLG, at an average price of $53.65, for a total of 24,296.00 shares. In addition, there have been 1 sales at an average price of $52.39 for 2,039.00 shares. Based on historical transaction data and SPLG's current price of $74.65, Hofer & Associates. Inc's estimated gain on his SPLG holdings is $464,756.69, reflecting a 35.65% gain to date.

Hofer & Associates. Inc SPLG ($74.65) Holding Chart

Hofer & Associates. Inc SPLG ($74.65) 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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