King Wealth Management Group SPY Holdings History
King Wealth Management Group's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, King Wealth Management Group held 55,460.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $31.02 Mil. This investment constitutes 4.7% of their stock portfolio, and King Wealth Management Group now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q2. And since then King Wealth Management Group has made 14 purchases of SPY, at an average price of $193.84, for a total of 117,588.00 shares. In addition, there have been 31 sales at an average price of $304.17 for 62,128.00 shares. Based on historical transaction data and SPY's current price of $624.22, King Wealth Management Group's estimated gain on his SPY holdings is $30.72 Mil, reflecting a 134.79% gain to date.
King Wealth Management Group SPY ($624.22) Holding Chart
King Wealth Management Group SPY ($624.22) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
