Hapanowicz & Associates Financial Services, Inc SPY Holdings History
Hapanowicz & Associates Financial Services, Inc's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Hapanowicz & Associates Financial Services, Inc held 54,636.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $30.56 Mil. This investment constitutes 17.02% of their stock portfolio, and Hapanowicz & Associates Financial Services, Inc now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q3. And since then Hapanowicz & Associates Financial Services, Inc has made 3 purchases of SPY, at an average price of $563.04, for a total of 54,636.00 shares. Based on historical transaction data and SPY's current price of $623.62, Hapanowicz & Associates Financial Services, Inc's estimated gain on his SPY holdings is $3.31 Mil, reflecting a 10.76% gain to date.
Hapanowicz & Associates Financial Services, Inc SPY ($623.62) Holding Chart
Hapanowicz & Associates Financial Services, Inc SPY ($623.62) 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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