Spectrum Planning & Advisory Services Inc. SPLG Holdings History
Spectrum Planning & Advisory Services Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Spectrum Planning & Advisory Services Inc. held 220,538.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $14.50 Mil. This investment constitutes 12.07% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q4. And since then Spectrum Planning & Advisory Services Inc. has made 9 purchases of SPLG, at an average price of $48.50, for a total of 407,727.00 shares. In addition, there have been 7 sales at an average price of $59.97 for 187,189.00 shares. Based on historical transaction data and SPLG's current price of $73.57, Spectrum Planning & Advisory Services Inc.'s estimated gain on his SPLG holdings is $7.68 Mil, reflecting a 38.82% gain to date.
Spectrum Planning & Advisory Services Inc. SPLG ($73.57) Holding Chart
Spectrum Planning & Advisory Services Inc. SPLG ($73.57) 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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