GWN SECURITIES INC. SPY Holdings History
Number of Shares
84,899.00
Current Holdings Value*
$49.55 Mil
% of Portfolio
2.79%
Total Estimate Gain
$3.07 Mil
% of Total Estimate Gain
6.14%
GWN SECURITIES INC.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, GWN SECURITIES INC. held 84,899.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $49.55 Mil. This investment constitutes 2.79% of their stock portfolio, and GWN SECURITIES INC. now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. And since then GWN SECURITIES INC. has made 1 purchases of SPY, at an average price of $588.10, for a total of 84,899.00 shares. Based on historical transaction data and SPY's current price of $624.22, GWN SECURITIES INC.'s estimated gain on his SPY holdings is $3.07 Mil, reflecting a 6.14% gain to date.
GWN SECURITIES INC. SPY ($624.22) Holding Chart
GWN SECURITIES INC. SPY ($624.22) 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 % |
Top Ranked Articles
- 1