NFP Retirement, Inc. SPLG Holdings History

Number of Shares
530,211.00
Current Holdings Value*
$34.87 Mil
% of Portfolio
2.76%
Total Estimate Gain
$17.00 Mil
% of Total Estimate Gain
39.53%

NFP Retirement, Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, NFP Retirement, Inc. held 530,211.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $34.87 Mil. This investment constitutes 2.76% of their stock portfolio, and NFP Retirement, Inc. now holds 0.06% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2020Q1. And since then NFP Retirement, Inc. has made 11 purchases of SPLG, at an average price of $47.68, for a total of 901,979.00 shares. In addition, there have been 9 sales at an average price of $56.10 for 371,768.00 shares. Based on historical transaction data and SPLG's current price of $73.84, NFP Retirement, Inc.'s estimated gain on his SPLG holdings is $17.00 Mil, reflecting a 39.53% gain to date.

NFP Retirement, Inc. SPLG ($73.84) Holding Chart

NFP Retirement, Inc. 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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