Houlihan Financial Resource Group, Ltd. SPY Holdings History
Houlihan Financial Resource Group, Ltd.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Houlihan Financial Resource Group, Ltd. held 41,915.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $23.45 Mil. This investment constitutes 10.53% of their stock portfolio, and Houlihan Financial Resource Group, Ltd. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Houlihan Financial Resource Group, Ltd. has made 7 purchases of SPY, at an average price of $414.78, for a total of 1.39 Mil shares. In addition, there have been 6 sales at an average price of $444.86 for 1.34 Mil shares. Based on historical transaction data and SPY's current price of $627.58, Houlihan Financial Resource Group, Ltd.'s estimated gain on his SPY holdings is $49.35 Mil, reflecting a 8.58% gain to date.
Houlihan Financial Resource Group, Ltd. SPY ($627.58) Holding Chart
Houlihan Financial Resource Group, Ltd. 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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