KWB Wealth SPLG Holdings History
KWB Wealth's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, KWB Wealth held 1.36 Mil shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $94.08 Mil. This investment constitutes 11.35% of their stock portfolio, and KWB Wealth now holds 0.15% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q4. And since then KWB Wealth has made 8 purchases of SPLG, at an average price of $44.66, for a total of 1.96 Mil shares. In addition, there have been 8 sales at an average price of $50.74 for 592,268.00 shares. Based on historical transaction data and SPLG's current price of $73.43, KWB Wealth's estimated gain on his SPLG holdings is $42.87 Mil, reflecting a 49.05% gain to date.
KWB Wealth SPLG ($73.43) Holding Chart
KWB Wealth SPLG ($73.43) 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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