JDM Financial Group LLC SPY Holdings History
JDM Financial Group LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, JDM Financial Group LLC held 9,317.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.21 Mil. This investment constitutes 2.64% of their stock portfolio, and JDM Financial Group LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then JDM Financial Group LLC has made 2 purchases of SPY, at an average price of $384.03, for a total of 11,674.00 shares. In addition, there have been 7 sales at an average price of $549.64 for 2,357.00 shares. Based on historical transaction data and SPY's current price of $600.15, JDM Financial Group LLC's estimated gain on his SPY holdings is $2.40 Mil, reflecting a 53.62% gain to date.
JDM Financial Group LLC SPY ($600.15) Holding Chart
JDM Financial Group LLC SPY ($600.15) 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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