NAPLES GLOBAL ADVISORS, LLC SPLG Holdings History
NAPLES GLOBAL ADVISORS, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, NAPLES GLOBAL ADVISORS, LLC held 118,328.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $8.60 Mil. This investment constitutes 0.74% of their stock portfolio, and NAPLES GLOBAL ADVISORS, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q3. And since then NAPLES GLOBAL ADVISORS, LLC has made 18 purchases of SPLG, at an average price of $58.71, for a total of 118,328.00 shares. Based on historical transaction data and SPLG's current price of $73.84, NAPLES GLOBAL ADVISORS, LLC's estimated gain on his SPLG holdings is $1.79 Mil, reflecting a 25.77% gain to date.
NAPLES GLOBAL ADVISORS, LLC SPLG ($73.84) Holding Chart
NAPLES GLOBAL ADVISORS, LLC 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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