CHERRYDALE WEALTH MANAGEMENT, LLC SPY Holdings History
CHERRYDALE WEALTH MANAGEMENT, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, CHERRYDALE WEALTH MANAGEMENT, LLC held 8,262.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.62 Mil. This investment constitutes 1.83% of their stock portfolio, and CHERRYDALE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q1. And since then CHERRYDALE WEALTH MANAGEMENT, LLC has made 11 purchases of SPY, at an average price of $400.58, for a total of 10,988.00 shares. In addition, there have been 1 sales at an average price of $408.80 for 2,726.00 shares. Based on historical transaction data and SPY's current price of $618.53, CHERRYDALE WEALTH MANAGEMENT, LLC's estimated gain on his SPY holdings is $1.82 Mil, reflecting a 41.42% gain to date.
CHERRYDALE WEALTH MANAGEMENT, LLC SPY ($618.53) Holding Chart
CHERRYDALE WEALTH MANAGEMENT, LLC SPY ($618.53) 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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