Activest Wealth Management SPY Holdings History
Activest Wealth Management's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Activest Wealth Management held 143,830.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $80.46 Mil. This investment constitutes 21.58% of their stock portfolio, and Activest Wealth Management now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q1. And since then Activest Wealth Management has made 10 purchases of SPY, at an average price of $413.37, for a total of 366,605.00 shares. In addition, there have been 5 sales at an average price of $398.80 for 222,775.00 shares. Based on historical transaction data and SPY's current price of $628.04, Activest Wealth Management's estimated gain on his SPY holdings is $27.63 Mil, reflecting a 18.23% gain to date.
Activest Wealth Management SPY ($628.04) Holding Chart
Activest Wealth Management SPY ($628.04) 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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