Number of Shares
5,311.00
Current Holdings Value*
$3.28 Mil
% of Portfolio
1.84%
Total Estimate Gain
$889,168.93
% of Total Estimate Gain
33.49%

EAGLE WEALTH STRATEGIES LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-06-30, EAGLE WEALTH STRATEGIES LLC held 5,311.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.28 Mil. This investment constitutes 1.84% of their stock portfolio, and EAGLE WEALTH STRATEGIES LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2023Q4. And since then EAGLE WEALTH STRATEGIES LLC has made 3 purchases of SPY, at an average price of $469.04, for a total of 5,661.00 shares. In addition, there have been 2 sales at an average price of $499.98 for 350.00 shares. Based on historical transaction data and SPY's current price of $634.42, EAGLE WEALTH STRATEGIES LLC's estimated gain on his SPY holdings is $889,168.93, reflecting a 33.49% gain to date.

EAGLE WEALTH STRATEGIES LLC SPY ($634.42) Holding Chart

EAGLE WEALTH STRATEGIES LLC 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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