Hedeker Wealth, LLC SPY Holdings History
Hedeker Wealth, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Hedeker Wealth, LLC held 15,340.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $8.58 Mil. This investment constitutes 2.31% of their stock portfolio, and Hedeker Wealth, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2015Q1. And since then Hedeker Wealth, LLC has made 11 purchases of SPY, at an average price of $380.94, for a total of 46,042.00 shares. In addition, there have been 18 sales at an average price of $416.93 for 30,702.00 shares. Based on historical transaction data and SPY's current price of $627.58, Hedeker Wealth, LLC's estimated gain on his SPY holdings is $4.89 Mil, reflecting a 27.87% gain to date.
Hedeker Wealth, LLC SPY ($627.58) Holding Chart
Hedeker Wealth, 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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