Number of Shares
205,074.00
Current Holdings Value*
$14.91 Mil
% of Portfolio
12.16%
Total Estimate Gain
$891,170.42
% of Total Estimate Gain
5.84%

Ridgeline Wealth, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-06-30, Ridgeline Wealth, LLC held 205,074.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $14.91 Mil. This investment constitutes 12.16% of their stock portfolio, and Ridgeline Wealth, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $67.38 for 15,018.00 shares. Based on historical transaction data and SPLG's current price of $73.84, Ridgeline Wealth, LLC's estimated gain on his SPLG holdings is $891,170.42, reflecting a 5.84% gain to date.

Ridgeline Wealth, LLC SPLG ($73.84) Holding Chart

Ridgeline Wealth, LLC 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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