D. SCOTT NEAL, INC. SPY Holdings History
D. SCOTT NEAL, INC.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, D. SCOTT NEAL, INC. held 6,921.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.28 Mil. This investment constitutes 2.13% of their stock portfolio, and D. SCOTT NEAL, INC. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then D. SCOTT NEAL, INC. has made 14 purchases of SPY, at an average price of $212.76, for a total of 149,507.00 shares. In addition, there have been 20 sales at an average price of $253.81 for 142,586.00 shares. Based on historical transaction data and SPY's current price of $623.62, D. SCOTT NEAL, INC.'s estimated gain on his SPY holdings is $8.70 Mil, reflecting a 27.34% gain to date.
D. SCOTT NEAL, INC. SPY ($623.62) Holding Chart
D. SCOTT NEAL, INC. 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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