APPLETON GROUP, LLC SPY Holdings History

Number of Shares
2,262.00
Current Holdings Value*
$966,960.00
% of Portfolio
3.38%
Total Estimate Gain
$5.79 Mil
% of Total Estimate Gain
29.27%

APPLETON GROUP, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2023-09-30, APPLETON GROUP, LLC held 2,262.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $966,960.00. This investment constitutes 3.38% of their stock portfolio, and APPLETON GROUP, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2013Q4. And since then APPLETON GROUP, LLC has made 17 purchases of SPY, at an average price of $195.32, for a total of 101,311.00 shares. In addition, there have been 10 sales at an average price of $243.98 for 99,049.00 shares. Based on historical transaction data and SPY's current price of $625.34, APPLETON GROUP, LLC's estimated gain on his SPY holdings is $5.79 Mil, reflecting a 29.27% gain to date.

APPLETON GROUP, LLC SPY ($625.34) Holding Chart

APPLETON GROUP, LLC SPY ($625.34) 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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