Number of Shares
114,970.00
Current Holdings Value*
$7.56 Mil
% of Portfolio
3.11%
Total Estimate Gain
$2.63 Mil
% of Total Estimate Gain
39.08%

One Degree Advisors Inc's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, One Degree Advisors Inc held 114,970.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $7.56 Mil. This investment constitutes 3.11% of their stock portfolio, and One Degree Advisors Inc now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2023Q4. And since then One Degree Advisors Inc has made 2 purchases of SPLG, at an average price of $52.53, for a total of 128,064.00 shares. In addition, there have been 3 sales at an average price of $66.16 for 13,094.00 shares. Based on historical transaction data and SPLG's current price of $73.84, One Degree Advisors Inc's estimated gain on his SPLG holdings is $2.63 Mil, reflecting a 39.08% gain to date.

One Degree Advisors Inc SPLG ($73.84) Holding Chart

One Degree Advisors 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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