Hoxton Planning & Management, LLC SPY Holdings History
Hoxton Planning & Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Hoxton Planning & Management, LLC held 7,526.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.21 Mil. This investment constitutes 1.61% of their stock portfolio, and Hoxton Planning & Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q3. And since then Hoxton Planning & Management, LLC has made 2 purchases of SPY, at an average price of $581.72, for a total of 7,526.00 shares. Based on historical transaction data and SPY's current price of $614.91, Hoxton Planning & Management, LLC's estimated gain on his SPY holdings is $249,799.03, reflecting a 5.71% gain to date.
Hoxton Planning & Management, LLC SPY ($614.91) Holding Chart
Hoxton Planning & Management, LLC SPY ($614.91) 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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