One Wealth Advisors, LLC SPLG Holdings History
One Wealth Advisors, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, One Wealth Advisors, LLC held 789,599.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $51.92 Mil. This investment constitutes 7.75% of their stock portfolio, and One Wealth Advisors, LLC now holds 0.08% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q4. And since then One Wealth Advisors, LLC has made 13 purchases of SPLG, at an average price of $49.84, for a total of 1.26 Mil shares. In addition, there have been 5 sales at an average price of $61.77 for 472,410.00 shares. Based on historical transaction data and SPLG's current price of $73.50, One Wealth Advisors, LLC's estimated gain on his SPLG holdings is $24.31 Mil, reflecting a 38.65% gain to date.
One Wealth Advisors, LLC SPLG ($73.50) Holding Chart
One Wealth Advisors, 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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