Chancellor Financial Group WB LP SPY Holdings History
Number of Shares
402.00
Current Holdings Value*
$224,840.00
% of Portfolio
0.19%
Total Estimate Gain
$18,664.86
% of Total Estimate Gain
7.90%
Chancellor Financial Group WB LP's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Chancellor Financial Group WB LP held 402.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $224,840.00. This investment constitutes 0.19% of their stock portfolio, and Chancellor Financial Group WB LP now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2025Q1. And since then Chancellor Financial Group WB LP has made 1 purchases of SPY, at an average price of $587.78, for a total of 402.00 shares. Based on historical transaction data and SPY's current price of $634.21, Chancellor Financial Group WB LP's estimated gain on his SPY holdings is $18,664.86, reflecting a 7.90% gain to date.
Chancellor Financial Group WB LP SPY ($634.21) Holding Chart
Chancellor Financial Group WB LP 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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