Number of Shares
147,468.00
Current Holdings Value*
$8.75 Mil
% of Portfolio
8.18%
Total Estimate Gain
$618,384.62
% of Total Estimate Gain
5.30%

Turning Point Benefit Group, Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, Turning Point Benefit Group, Inc. held 147,468.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $8.75 Mil. This investment constitutes 8.18% of their stock portfolio, and Turning Point Benefit Group, Inc. now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $69.16 for 20,686.00 shares. Based on historical transaction data and SPLG's current price of $73.57, Turning Point Benefit Group, Inc.'s estimated gain on his SPLG holdings is $618,384.62, reflecting a 5.30% gain to date.

Turning Point Benefit Group, Inc. SPLG ($73.57) Holding Chart

Turning Point Benefit Group, 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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