PENOBSCOT WEALTH MANAGEMENT SPLG Holdings History
PENOBSCOT WEALTH MANAGEMENT's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, PENOBSCOT WEALTH MANAGEMENT held 693,372.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $45.60 Mil. This investment constitutes 19.18% of their stock portfolio, and PENOBSCOT WEALTH MANAGEMENT now holds 0.08% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2021Q2. And since then PENOBSCOT WEALTH MANAGEMENT has made 12 purchases of SPLG, at an average price of $54.61, for a total of 725,526.00 shares. In addition, there have been 3 sales at an average price of $47.85 for 32,154.00 shares. Based on historical transaction data and SPLG's current price of $73.50, PENOBSCOT WEALTH MANAGEMENT's estimated gain on his SPLG holdings is $12.88 Mil, reflecting a 32.51% gain to date.
PENOBSCOT WEALTH MANAGEMENT SPLG ($73.50) Holding Chart
PENOBSCOT WEALTH MANAGEMENT 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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