Number of Shares
102,802.00
Current Holdings Value*
$6.76 Mil
% of Portfolio
2.61%
Total Estimate Gain
$5.61 Mil
% of Total Estimate Gain
34.88%

My Legacy Advisors, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, My Legacy Advisors, LLC held 102,802.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $6.76 Mil. This investment constitutes 2.61% of their stock portfolio, and My Legacy Advisors, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2022Q1. And since then My Legacy Advisors, LLC has made 7 purchases of SPLG, at an average price of $49.11, for a total of 327,463.00 shares. In addition, there have been 5 sales at an average price of $62.88 for 224,661.00 shares. Based on historical transaction data and SPLG's current price of $73.57, My Legacy Advisors, LLC's estimated gain on his SPLG holdings is $5.61 Mil, reflecting a 34.88% gain to date.

My Legacy Advisors, LLC SPLG ($73.57) Holding Chart

My Legacy Advisors, LLC SPLG ($73.57) 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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