O'Brien Wealth Partners LLC SPLG Holdings History
O'Brien Wealth Partners LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, O'Brien Wealth Partners LLC held 825,956.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $60.04 Mil. This investment constitutes 9.42% of their stock portfolio, and O'Brien Wealth Partners LLC now holds 0.08% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2024Q1. And since then O'Brien Wealth Partners LLC has made 4 purchases of SPLG, at an average price of $62.26, for a total of 1.19 Mil shares. In addition, there have been 2 sales at an average price of $65.34 for 361,675.00 shares. Based on historical transaction data and SPLG's current price of $74.65, O'Brien Wealth Partners LLC's estimated gain on his SPLG holdings is $11.35 Mil, reflecting a 15.34% gain to date.
O'Brien Wealth Partners LLC SPLG ($74.65) Holding Chart
O'Brien Wealth Partners LLC SPLG ($74.65) 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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