GSB Wealth Management, LLC SPY Holdings History
GSB Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, GSB Wealth Management, LLC held 11,082.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.85 Mil. This investment constitutes 1.68% of their stock portfolio, and GSB Wealth Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q3. And since then GSB Wealth Management, LLC has made 14 purchases of SPY, at an average price of $380.27, for a total of 23,469.00 shares. In addition, there have been 14 sales at an average price of $430.18 for 12,387.00 shares. Based on historical transaction data and SPY's current price of $627.58, GSB Wealth Management, LLC's estimated gain on his SPY holdings is $3.36 Mil, reflecting a 37.64% gain to date.
GSB Wealth Management, LLC SPY ($627.58) Holding Chart
GSB Wealth Management, 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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