Number of Shares
75,142.00
Current Holdings Value*
$5.46 Mil
% of Portfolio
1.51%
Total Estimate Gain
$2.06 Mil
% of Total Estimate Gain
42.98%

Legacy Capital Group California, Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-06-30, Legacy Capital Group California, Inc. held 75,142.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $5.46 Mil. This investment constitutes 1.51% of their stock portfolio, and Legacy Capital Group California, Inc. now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2023Q1. And since then Legacy Capital Group California, Inc. has made 1 purchases of SPLG, at an average price of $49.32, for a total of 97,027.00 shares. In addition, there have been 8 sales at an average price of $58.66 for 21,885.00 shares. Based on historical transaction data and SPLG's current price of $73.98, Legacy Capital Group California, Inc.'s estimated gain on his SPLG holdings is $2.06 Mil, reflecting a 42.98% gain to date.

Legacy Capital Group California, Inc. SPLG ($73.98) Holding Chart

Legacy Capital Group California, Inc. 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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