Bedel Financial Consulting, Inc. SPY Holdings History
Bedel Financial Consulting, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Bedel Financial Consulting, Inc. held 19,513.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $10.90 Mil. This investment constitutes 1.56% of their stock portfolio, and Bedel Financial Consulting, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Bedel Financial Consulting, Inc. has made 19 purchases of SPY, at an average price of $384.36, for a total of 21,359.00 shares. In addition, there have been 7 sales at an average price of $328.14 for 1,846.00 shares. Based on historical transaction data and SPY's current price of $634.21, Bedel Financial Consulting, Inc.'s estimated gain on his SPY holdings is $4.77 Mil, reflecting a 58.12% gain to date.
Bedel Financial Consulting, Inc. SPY ($634.21) Holding Chart
Bedel Financial Consulting, 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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