WBH ADVISORY INC SPLG Holdings History
WBH ADVISORY INC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, WBH ADVISORY INC held 408,093.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $26.84 Mil. This investment constitutes 2.5% of their stock portfolio, and WBH ADVISORY INC now holds 0.04% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q3. And since then WBH ADVISORY INC has made 15 purchases of SPLG, at an average price of $48.83, for a total of 418,224.00 shares. In addition, there have been 3 sales at an average price of $52.45 for 10,131.00 shares. Based on historical transaction data and SPLG's current price of $73.03, WBH ADVISORY INC's estimated gain on his SPLG holdings is $9.91 Mil, reflecting a 48.54% gain to date.
WBH ADVISORY INC SPLG ($73.03) Holding Chart
WBH ADVISORY INC SPLG ($73.03) 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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