Number of Shares
10,093.00
Current Holdings Value*
$653,420.00
% of Portfolio
0.26%
Total Estimate Gain
$754,082.43
% of Total Estimate Gain
27.85%
SWMG, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, SWMG, LLC held 10,093.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $653,420.00. This investment constitutes 0.26% of their stock portfolio, and SWMG, LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2022Q4. And since then SWMG, LLC has made 6 purchases of SPLG, at an average price of $54.68, for a total of 49,524.00 shares. In addition, there have been 4 sales at an average price of $69.07 for 39,431.00 shares. Based on historical transaction data and SPLG's current price of $73.18, SWMG, LLC's estimated gain on his SPLG holdings is $754,082.43, reflecting a 27.85% gain to date.
SWMG, LLC SPLG ($73.18) Holding Chart
SWMG, LLC SPLG ($73.18) 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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