Number of Shares
444,516.00
Current Holdings Value*
$29.23 Mil
% of Portfolio
15.99%
Total Estimate Gain
$2.00 Mil
% of Total Estimate Gain
6.49%

Quantum Financial Planning Services, Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, Quantum Financial Planning Services, Inc. held 444,516.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $29.23 Mil. This investment constitutes 15.99% of their stock portfolio, and Quantum Financial Planning Services, Inc. now holds 0.05% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2024Q4. And since then Quantum Financial Planning Services, Inc. has made 1 purchases of SPLG, at an average price of $69.34, for a total of 444,516.00 shares. Based on historical transaction data and SPLG's current price of $73.84, Quantum Financial Planning Services, Inc.'s estimated gain on his SPLG holdings is $2.00 Mil, reflecting a 6.49% gain to date.

Quantum Financial Planning Services, Inc. SPLG ($73.84) Holding Chart

Quantum Financial Planning Services, 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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