DEFINED WEALTH MANAGEMENT, LLC SPY Holdings History
DEFINED WEALTH MANAGEMENT, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, DEFINED WEALTH MANAGEMENT, LLC held 9,590.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.93 Mil. This investment constitutes 3.67% of their stock portfolio, and DEFINED WEALTH MANAGEMENT, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then DEFINED WEALTH MANAGEMENT, LLC has made 6 purchases of SPY, at an average price of $363.34, for a total of 15,017.00 shares. In addition, there have been 13 sales at an average price of $421.86 for 5,427.00 shares. Based on historical transaction data and SPY's current price of $627.58, DEFINED WEALTH MANAGEMENT, LLC's estimated gain on his SPY holdings is $2.85 Mil, reflecting a 52.26% gain to date.
DEFINED WEALTH MANAGEMENT, LLC SPY ($627.58) Holding Chart
DEFINED WEALTH MANAGEMENT, LLC SPY ($627.58) 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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