WIN ADVISORS, INC SPLG Holdings History

Number of Shares
159,544.00
Current Holdings Value*
$10.49 Mil
% of Portfolio
5.39%
Total Estimate Gain
$2.54 Mil
% of Total Estimate Gain
7.21%

WIN ADVISORS, INC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, WIN ADVISORS, INC held 159,544.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $10.49 Mil. This investment constitutes 5.39% of their stock portfolio, and WIN ADVISORS, INC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2021Q4. And since then WIN ADVISORS, INC has made 3 purchases of SPLG, at an average price of $56.68, for a total of 620,600.00 shares. In addition, there have been 6 sales at an average price of $56.29 for 461,056.00 shares. Based on historical transaction data and SPLG's current price of $73.69, WIN ADVISORS, INC's estimated gain on his SPLG holdings is $2.54 Mil, reflecting a 7.21% gain to date.

WIN ADVISORS, INC SPLG ($73.69) Holding Chart

WIN ADVISORS, INC SPLG ($73.69) 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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