Number of Shares
52,857.00
Current Holdings Value*
$32.66 Mil
% of Portfolio
4.52%
Total Estimate Gain
$7.77 Mil
% of Total Estimate Gain
27.52%

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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