CALIBER WEALTH MANAGEMENT, LLC SPY Holdings History
CALIBER WEALTH MANAGEMENT, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-03-31, CALIBER WEALTH MANAGEMENT, LLC held 51,487.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $26.93 Mil. This investment constitutes 14.32% of their stock portfolio, and CALIBER WEALTH MANAGEMENT, LLC now holds -% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then CALIBER WEALTH MANAGEMENT, LLC has made 9 purchases of SPY, at an average price of $405.97, for a total of 91,365.00 shares. In addition, there have been 4 sales at an average price of $395.62 for 39,878.00 shares. Based on historical transaction data and SPY's current price of $623.62, CALIBER WEALTH MANAGEMENT, LLC's estimated gain on his SPY holdings is $10.79 Mil, reflecting a 29.10% gain to date.
CALIBER WEALTH MANAGEMENT, LLC SPY ($623.62) Holding Chart
CALIBER WEALTH MANAGEMENT, LLC SPY ($623.62) 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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