JMG Financial Group, Ltd. SPY Holdings History
JMG Financial Group, Ltd.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, JMG Financial Group, Ltd. held 254,037.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $142.11 Mil. This investment constitutes 4.79% of their stock portfolio, and JMG Financial Group, Ltd. now holds 0.02% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then JMG Financial Group, Ltd. has made 15 purchases of SPY, at an average price of $214.96, for a total of 401,503.00 shares. In addition, there have been 22 sales at an average price of $353.46 for 147,466.00 shares. Based on historical transaction data and SPY's current price of $627.58, JMG Financial Group, Ltd.'s estimated gain on his SPY holdings is $125.24 Mil, reflecting a 145.11% gain to date.
JMG Financial Group, Ltd. SPY ($627.58) Holding Chart
JMG Financial 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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