Physician Wealth Advisors, Inc. SPLG Holdings History
Physician Wealth Advisors, Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, Physician Wealth Advisors, Inc. held 382,317.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $27.79 Mil. This investment constitutes 4.36% of their stock portfolio, and Physician Wealth Advisors, Inc. now holds 0.04% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q4. And since then Physician Wealth Advisors, Inc. has made 14 purchases of SPLG, at an average price of $48.74, for a total of 1.05 Mil shares. In addition, there have been 5 sales at an average price of $64.02 for 668,965.00 shares. Based on historical transaction data and SPLG's current price of $74.59, Physician Wealth Advisors, Inc.'s estimated gain on his SPLG holdings is $20.11 Mil, reflecting a 39.24% gain to date.
Physician Wealth Advisors, Inc. SPLG ($74.59) Holding Chart
Physician Wealth Advisors, Inc. SPLG ($74.59) 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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