DEFINE FINANCIAL, LLC SPY Holdings History
Number of Shares
1,952.00
Current Holdings Value*
$1.04 Mil
% of Portfolio
0.79%
Total Estimate Gain
$71,476.76
% of Total Estimate Gain
5.38%
DEFINE FINANCIAL, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, DEFINE FINANCIAL, LLC held 1,952.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.04 Mil. This investment constitutes 0.79% of their stock portfolio, and DEFINE FINANCIAL, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $587.78 for 300.00 shares. Based on historical transaction data and SPY's current price of $626.37, DEFINE FINANCIAL, LLC's estimated gain on his SPY holdings is $71,476.76, reflecting a 5.38% gain to date.
DEFINE FINANCIAL, LLC SPY ($626.37) Holding Chart
DEFINE FINANCIAL, LLC SPY ($626.37) 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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