Private Wealth Group, LLC SPLG Holdings History
Private Wealth Group, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Private Wealth Group, LLC held 677,783.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $44.57 Mil. This investment constitutes 26.2% of their stock portfolio, and Private Wealth Group, LLC now holds 0.07% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q2. And since then Private Wealth Group, LLC has made 9 purchases of SPLG, at an average price of $42.01, for a total of 2.04 Mil shares. In addition, there have been 11 sales at an average price of $48.52 for 1.37 Mil shares. Based on historical transaction data and SPLG's current price of $73.86, Private Wealth Group, LLC's estimated gain on his SPLG holdings is $30.48 Mil, reflecting a 35.48% gain to date.
Private Wealth Group, LLC SPLG ($73.86) Holding Chart
Private Wealth Group, LLC SPLG ($73.86) 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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