Number of Shares
2,742.00
Current Holdings Value*
$1.70 Mil
% of Portfolio
0.86%
Total Estimate Gain
$448,148.71
% of Total Estimate Gain
24.68%

Hiley Hunt Wealth Management's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-06-30, Hiley Hunt Wealth Management held 2,742.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.70 Mil. This investment constitutes 0.86% of their stock portfolio, and Hiley Hunt Wealth Management now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2023Q4. And since then Hiley Hunt Wealth Management has made 1 purchases of SPY, at an average price of $494.67, for a total of 3,671.00 shares. In addition, there have been 4 sales at an average price of $584.78 for 929.00 shares. Based on historical transaction data and SPY's current price of $627.58, Hiley Hunt Wealth Management's estimated gain on his SPY holdings is $448,148.71, reflecting a 24.68% gain to date.

Hiley Hunt Wealth Management SPY ($627.58) Holding Chart

Hiley Hunt Wealth Management 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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