AFFINIA FINANCIAL GROUP, LLC SPY Holdings History
AFFINIA FINANCIAL GROUP, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2023-06-30, AFFINIA FINANCIAL GROUP, LLC held 44,073.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $19.84 Mil. This investment constitutes 13.75% of their stock portfolio, and AFFINIA FINANCIAL GROUP, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then AFFINIA FINANCIAL GROUP, LLC has made 3 purchases of SPY, at an average price of $308.31, for a total of 152,403.00 shares. In addition, there have been 11 sales at an average price of $370.27 for 108,330.00 shares. Based on historical transaction data and SPY's current price of $628.86, AFFINIA FINANCIAL GROUP, LLC's estimated gain on his SPY holdings is $20.84 Mil, reflecting a 44.35% gain to date.
AFFINIA FINANCIAL GROUP, LLC SPY ($628.86) Holding Chart
AFFINIA FINANCIAL GROUP, LLC SPY ($628.86) 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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