Aspen Investment Management Inc SPY Holdings History
Aspen Investment Management Inc's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Aspen Investment Management Inc held 34,348.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $19.22 Mil. This investment constitutes 8.86% of their stock portfolio, and Aspen Investment Management Inc now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then Aspen Investment Management Inc has made 24 purchases of SPY, at an average price of $265.68, for a total of 80,960.00 shares. In addition, there have been 13 sales at an average price of $297.66 for 46,612.00 shares. Based on historical transaction data and SPY's current price of $634.21, Aspen Investment Management Inc's estimated gain on his SPY holdings is $14.15 Mil, reflecting a 65.78% gain to date.
Aspen Investment Management Inc SPY ($634.21) Holding Chart
Aspen Investment Management Inc SPY ($634.21) 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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