Number of Shares
316,463.00
Current Holdings Value*
$20.81 Mil
% of Portfolio
8.39%
Total Estimate Gain
$1.42 Mil
% of Total Estimate Gain
6.49%

McMill Wealth Management's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, McMill Wealth Management held 316,463.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $20.81 Mil. This investment constitutes 8.39% of their stock portfolio, and McMill Wealth Management now holds 0.03% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2024Q4. And since then McMill Wealth Management has made 1 purchases of SPLG, at an average price of $69.34, for a total of 316,463.00 shares. Based on historical transaction data and SPLG's current price of $73.84, McMill Wealth Management's estimated gain on his SPLG holdings is $1.42 Mil, reflecting a 6.49% gain to date.

McMill Wealth Management SPLG ($73.84) Holding Chart

McMill Wealth Management SPLG ($73.84) 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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