Number of Shares
773,541.00
Current Holdings Value*
$56.23 Mil
% of Portfolio
27.81%
Total Estimate Gain
$17.25 Mil
% of Total Estimate Gain
36.34%

New Perspectives, Inc's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-06-30, New Perspectives, Inc held 773,541.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $56.23 Mil. This investment constitutes 27.81% of their stock portfolio, and New Perspectives, Inc now holds 0.07% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2021Q4. And since then New Perspectives, Inc has made 6 purchases of SPLG, at an average price of $53.68, for a total of 884,297.00 shares. In addition, there have been 4 sales at an average price of $68.56 for 110,756.00 shares. Based on historical transaction data and SPLG's current price of $73.84, New Perspectives, Inc's estimated gain on his SPLG holdings is $17.25 Mil, reflecting a 36.34% gain to date.

New Perspectives, Inc SPLG ($73.84) Holding Chart

New Perspectives, 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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