Greenhouse Wealth Management, LLC SPY Holdings History
Greenhouse Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Greenhouse Wealth Management, LLC held 92,452.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $57.10 Mil. This investment constitutes 36.78% of their stock portfolio, and Greenhouse Wealth Management, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then Greenhouse Wealth Management, LLC has made 8 purchases of SPY, at an average price of $371.44, for a total of 108,410.00 shares. In addition, there have been 10 sales at an average price of $507.11 for 15,958.00 shares. Based on historical transaction data and SPY's current price of $628.86, Greenhouse Wealth Management, LLC's estimated gain on his SPY holdings is $25.96 Mil, reflecting a 64.48% gain to date.
Greenhouse Wealth Management, LLC SPY ($628.86) Holding Chart
Greenhouse Wealth Management, LLC 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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