Number of Shares
186,043.00
Current Holdings Value*
$13.69 Mil
% of Portfolio
10.35%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
9.12%

MOULTON WEALTH MANAGEMENT, INC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-06-30, MOULTON WEALTH MANAGEMENT, INC held 186,043.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $13.69 Mil. This investment constitutes 10.35% of their stock portfolio, and MOULTON WEALTH MANAGEMENT, INC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2025Q2. And since then MOULTON WEALTH MANAGEMENT, INC has made 1 purchases of SPLG, at an average price of $67.22, for a total of 186,043.00 shares. Based on historical transaction data and SPLG's current price of $73.35, MOULTON WEALTH MANAGEMENT, INC's estimated gain on his SPLG holdings is $1.14 Mil, reflecting a 9.12% gain to date.

MOULTON WEALTH MANAGEMENT, INC SPLG ($73.35) Holding Chart

MOULTON WEALTH MANAGEMENT, INC SPLG ($73.35) 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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