Decker Retirement Planning Inc. SPY Holdings History
Number of Shares
21,238.00
Current Holdings Value*
$11.88 Mil
% of Portfolio
7.4%
Total Estimate Gain
$908,816.00
% of Total Estimate Gain
3.23%
Decker Retirement Planning Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Decker Retirement Planning Inc. held 21,238.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $11.88 Mil. This investment constitutes 7.4% of their stock portfolio, and Decker Retirement Planning Inc. 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 26,554.00 shares. Based on historical transaction data and SPY's current price of $634.42, Decker Retirement Planning Inc.'s estimated gain on his SPY holdings is $908,816.00, reflecting a 3.23% gain to date.
Decker Retirement Planning Inc. SPY ($634.42) Holding Chart
Decker Retirement Planning 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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