Upper Left Wealth Management, LLC SPLG Holdings History
Upper Left Wealth Management, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 106,828.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $7.77 Mil. This investment constitutes 5.18% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2021Q4. And since then Upper Left Wealth Management, LLC has made 10 purchases of SPLG, at an average price of $54.49, for a total of 147,776.00 shares. In addition, there have been 4 sales at an average price of $52.22 for 40,948.00 shares. Based on historical transaction data and SPLG's current price of $73.41, Upper Left Wealth Management, LLC's estimated gain on his SPLG holdings is $1.93 Mil, reflecting a 23.95% gain to date.
Upper Left Wealth Management, LLC SPLG ($73.41) Holding Chart
Upper Left Wealth Management, LLC SPLG ($73.41) 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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