Erickson Financial Group, LLC SPY Holdings History
Erickson Financial Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Erickson Financial Group, LLC held 4,616.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.58 Mil. This investment constitutes 1.93% of their stock portfolio, and Erickson Financial Group, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q3. And since then Erickson Financial Group, LLC has made 5 purchases of SPY, at an average price of $399.97, for a total of 5,615.00 shares. In addition, there have been 6 sales at an average price of $525.81 for 999.00 shares. Based on historical transaction data and SPY's current price of $627.58, Erickson Financial Group, LLC's estimated gain on his SPY holdings is $1.18 Mil, reflecting a 52.38% gain to date.
Erickson Financial Group, LLC SPY ($627.58) Holding Chart
Erickson Financial Group, 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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