Financial Partners Group, Inc SPY Holdings History
Financial Partners Group, Inc's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Financial Partners Group, Inc held 52,857.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $32.66 Mil. This investment constitutes 4.52% of their stock portfolio, and Financial Partners Group, Inc now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Financial Partners Group, Inc has made 21 purchases of SPY, at an average price of $469.87, for a total of 60,060.00 shares. In addition, there have been 7 sales at an average price of $381.27 for 7,203.00 shares. Based on historical transaction data and SPY's current price of $628.86, Financial Partners Group, Inc's estimated gain on his SPY holdings is $7.77 Mil, reflecting a 27.52% gain to date.
Financial Partners Group, Inc SPY ($628.86) Holding Chart
Financial Partners Group, Inc SPY ($628.86) 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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