Hummer Financial Advisory Services Inc SPY Holdings History
Hummer Financial Advisory Services Inc's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Hummer Financial Advisory Services Inc held 33,610.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $20.83 Mil. This investment constitutes 15.64% of their stock portfolio, and Hummer Financial Advisory Services Inc now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Hummer Financial Advisory Services Inc has made 6 purchases of SPY, at an average price of $314.16, for a total of 37,694.00 shares. In addition, there have been 8 sales at an average price of $365.95 for 4,084.00 shares. Based on historical transaction data and SPY's current price of $634.21, Hummer Financial Advisory Services Inc's estimated gain on his SPY holdings is $10.97 Mil, reflecting a 92.62% gain to date.
Hummer Financial Advisory Services Inc SPY ($634.21) Holding Chart
Hummer Financial Advisory Services Inc SPY ($634.21) 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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