ODonnell Financial Services, LLC SPLG Holdings History
ODonnell Financial Services, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, ODonnell Financial Services, LLC held 714,500.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $46.99 Mil. This investment constitutes 19.39% of their stock portfolio, and ODonnell Financial Services, LLC now holds 0.07% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2021Q3. And since then ODonnell Financial Services, LLC has made 4 purchases of SPLG, at an average price of $55.69, for a total of 1.35 Mil shares. In addition, there have been 7 sales at an average price of $48.25 for 632,062.00 shares. Based on historical transaction data and SPLG's current price of $73.50, ODonnell Financial Services, LLC's estimated gain on his SPLG holdings is $8.02 Mil, reflecting a 10.69% gain to date.
ODonnell Financial Services, LLC SPLG ($73.50) Holding Chart
ODonnell Financial Services, LLC SPLG ($73.50) 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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