SkyOak Wealth, LLC SPLG Holdings History
SkyOak Wealth, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, SkyOak Wealth, LLC held 199,044.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $13.09 Mil. This investment constitutes 2.87% of their stock portfolio, and SkyOak Wealth, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q3. And since then SkyOak Wealth, LLC has made 10 purchases of SPLG, at an average price of $41.63, for a total of 221,888.00 shares. In addition, there have been 9 sales at an average price of $52.20 for 22,844.00 shares. Based on historical transaction data and SPLG's current price of $73.50, SkyOak Wealth, LLC's estimated gain on his SPLG holdings is $6.59 Mil, reflecting a 71.30% gain to date.
SkyOak Wealth, LLC SPLG ($73.50) Holding Chart
SkyOak Wealth, LLC SPLG ($73.50) 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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