THEORY FINANCIAL LLC SPLG Holdings History
THEORY FINANCIAL LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, THEORY FINANCIAL LLC held 116,786.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $7.68 Mil. This investment constitutes 3.24% of their stock portfolio, and THEORY FINANCIAL LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2023Q3. And since then THEORY FINANCIAL LLC has made 5 purchases of SPLG, at an average price of $56.57, for a total of 131,504.00 shares. In addition, there have been 2 sales at an average price of $68.06 for 14,718.00 shares. Based on historical transaction data and SPLG's current price of $72.97, THEORY FINANCIAL LLC's estimated gain on his SPLG holdings is $2.08 Mil, reflecting a 28.03% gain to date.
THEORY FINANCIAL LLC SPLG ($72.97) Holding Chart
THEORY FINANCIAL LLC SPLG ($72.97) 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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