JOURNEY STRATEGIC WEALTH LLC SPY Holdings History
JOURNEY STRATEGIC WEALTH LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, JOURNEY STRATEGIC WEALTH LLC held 733,084.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $410.08 Mil. This investment constitutes 14.3% of their stock portfolio, and JOURNEY STRATEGIC WEALTH LLC now holds 0.07% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then JOURNEY STRATEGIC WEALTH LLC has made 9 purchases of SPY, at an average price of $464.69, for a total of 735,823.00 shares. In addition, there have been 4 sales at an average price of $407.65 for 2,739.00 shares. Based on historical transaction data and SPY's current price of $628.04, JOURNEY STRATEGIC WEALTH LLC's estimated gain on his SPY holdings is $119.59 Mil, reflecting a 34.97% gain to date.
JOURNEY STRATEGIC WEALTH LLC SPY ($628.04) Holding Chart
JOURNEY STRATEGIC WEALTH LLC SPY ($628.04) 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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