N.E.W. Advisory Services LLC SPLG Holdings History
N.E.W. Advisory Services LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, N.E.W. Advisory Services LLC held 1.06 Mil shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $69.72 Mil. This investment constitutes 5.34% of their stock portfolio, and N.E.W. Advisory Services LLC now holds 0.11% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q3. And since then N.E.W. Advisory Services LLC has made 10 purchases of SPLG, at an average price of $43.31, for a total of 1.80 Mil shares. In addition, there have been 9 sales at an average price of $60.66 for 743,659.00 shares. Based on historical transaction data and SPLG's current price of $73.74, N.E.W. Advisory Services LLC's estimated gain on his SPLG holdings is $45.17 Mil, reflecting a 57.82% gain to date.
N.E.W. Advisory Services LLC SPLG ($73.74) Holding Chart
N.E.W. Advisory Services LLC SPLG ($73.74) 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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