Number of Shares
54,181.00
Current Holdings Value*
$30.31 Mil
% of Portfolio
2.92%
Total Estimate Gain
$9.44 Mil
% of Total Estimate Gain
35.29%

CARDIFF PARK ADVISORS, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, CARDIFF PARK ADVISORS, LLC held 54,181.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $30.31 Mil. This investment constitutes 2.92% of their stock portfolio, and CARDIFF PARK ADVISORS, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2021Q4. And since then CARDIFF PARK ADVISORS, LLC has made 6 purchases of SPY, at an average price of $456.81, for a total of 58,525.00 shares. In addition, there have been 7 sales at an average price of $495.97 for 4,344.00 shares. Based on historical transaction data and SPY's current price of $627.83, CARDIFF PARK ADVISORS, LLC's estimated gain on his SPY holdings is $9.44 Mil, reflecting a 35.29% gain to date.

CARDIFF PARK ADVISORS, LLC SPY ($627.83) Holding Chart

CARDIFF PARK ADVISORS, LLC SPY ($627.83) 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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