SHEETS SMITH WEALTH MANAGEMENT SPLG Holdings History
SHEETS SMITH WEALTH MANAGEMENT's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, SHEETS SMITH WEALTH MANAGEMENT held 183,225.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $13.32 Mil. This investment constitutes 1.56% of their stock portfolio, and SHEETS SMITH WEALTH MANAGEMENT now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q2. And since then SHEETS SMITH WEALTH MANAGEMENT has made 11 purchases of SPLG, at an average price of $44.65, for a total of 353,226.00 shares. In addition, there have been 11 sales at an average price of $48.11 for 170,001.00 shares. Based on historical transaction data and SPLG's current price of $73.86, SHEETS SMITH WEALTH MANAGEMENT's estimated gain on his SPLG holdings is $5.94 Mil, reflecting a 37.67% gain to date.
SHEETS SMITH WEALTH MANAGEMENT SPLG ($73.86) Holding Chart
SHEETS SMITH WEALTH MANAGEMENT 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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