Diversified Portfolios, Inc. SPY Holdings History
Diversified Portfolios, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Diversified Portfolios, Inc. held 40,624.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $22.72 Mil. This investment constitutes 2.39% of their stock portfolio, and Diversified Portfolios, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2015Q1. And since then Diversified Portfolios, Inc. has made 11 purchases of SPY, at an average price of $236.93, for a total of 70,121.00 shares. In addition, there have been 19 sales at an average price of $310.03 for 29,497.00 shares. Based on historical transaction data and SPY's current price of $634.42, Diversified Portfolios, Inc.'s estimated gain on his SPY holdings is $18.30 Mil, reflecting a 110.17% gain to date.
Diversified Portfolios, Inc. SPY ($634.42) Holding Chart
Diversified Portfolios, 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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