DHK Financial Advisors, Inc. SPY Holdings History
DHK Financial Advisors, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, DHK Financial Advisors, Inc. held 18,566.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $10.42 Mil. This investment constitutes 5.71% of their stock portfolio, and DHK Financial Advisors, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q1. And since then DHK Financial Advisors, Inc. has made 7 purchases of SPY, at an average price of $475.79, for a total of 64,582.00 shares. In addition, there have been 3 sales at an average price of $403.77 for 46,016.00 shares. Based on historical transaction data and SPY's current price of $634.42, DHK Financial Advisors, Inc.'s estimated gain on his SPY holdings is $-369,015.04, reflecting a -1.20% gain to date.
DHK Financial Advisors, Inc. SPY ($634.42) Holding Chart
DHK Financial Advisors, Inc. SPY ($634.42) 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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