Number of Shares
124,093.00
Current Holdings Value*
$8.16 Mil
% of Portfolio
2.45%
Total Estimate Gain
$1.48 Mil
% of Total Estimate Gain
18.62%

Mattson Financial Services, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, Mattson Financial Services, LLC held 124,093.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $8.16 Mil. This investment constitutes 2.45% of their stock portfolio, and Mattson Financial Services, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2024Q2. And since then Mattson Financial Services, LLC has made 1 purchases of SPLG, at an average price of $61.75, for a total of 128,469.00 shares. In addition, there have been 2 sales at an average price of $68.63 for 4,376.00 shares. Based on historical transaction data and SPLG's current price of $73.41, Mattson Financial Services, LLC's estimated gain on his SPLG holdings is $1.48 Mil, reflecting a 18.62% gain to date.

Mattson Financial Services, LLC SPLG ($73.41) Holding Chart

Mattson Financial Services, LLC SPLG ($73.41) 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 %

Top Ranked Articles

  • 1