Global Financial Private Client, LLC SPY Holdings History
Global Financial Private Client, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Global Financial Private Client, LLC held 19,495.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $12.05 Mil. This investment constitutes 4.52% of their stock portfolio, and Global Financial Private Client, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Global Financial Private Client, LLC has made 10 purchases of SPY, at an average price of $356.81, for a total of 33,657.00 shares. In addition, there have been 12 sales at an average price of $360.68 for 14,162.00 shares. Based on historical transaction data and SPY's current price of $627.58, Global Financial Private Client, LLC's estimated gain on his SPY holdings is $5.33 Mil, reflecting a 44.41% gain to date.
Global Financial Private Client, LLC SPY ($627.58) Holding Chart
Global Financial Private Client, 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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