Number of Shares
94,704.00
Current Holdings Value*
$6.88 Mil
% of Portfolio
2.59%
Total Estimate Gain
$1.93 Mil
% of Total Estimate Gain
20.81%

Midwest Heritage Bank, FSB's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-06-30, Midwest Heritage Bank, FSB held 94,704.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $6.88 Mil. This investment constitutes 2.59% of their stock portfolio, and Midwest Heritage Bank, FSB now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2021Q4. And since then Midwest Heritage Bank, FSB has made 5 purchases of SPLG, at an average price of $53.69, for a total of 173,096.00 shares. In addition, there have been 9 sales at an average price of $53.10 for 78,392.00 shares. Based on historical transaction data and SPLG's current price of $74.59, Midwest Heritage Bank, FSB's estimated gain on his SPLG holdings is $1.93 Mil, reflecting a 20.81% gain to date.

Midwest Heritage Bank, FSB SPLG ($74.59) Holding Chart

Midwest Heritage Bank, FSB SPLG ($74.59) 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