Number of Shares
967.00
Current Holdings Value*
$597,400.00
% of Portfolio
0.57%
Total Estimate Gain
$171,612.09
% of Total Estimate Gain
21.96%

LUTS & GREENLEIGH GROUP, INC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-06-30, LUTS & GREENLEIGH GROUP, INC held 967.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $597,400.00. This investment constitutes 0.57% of their stock portfolio, and LUTS & GREENLEIGH GROUP, INC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2023Q3. And since then LUTS & GREENLEIGH GROUP, INC has made 5 purchases of SPY, at an average price of $481.55, for a total of 1,623.00 shares. In addition, there have been 2 sales at an average price of $527.91 for 656.00 shares. Based on historical transaction data and SPY's current price of $627.58, LUTS & GREENLEIGH GROUP, INC's estimated gain on his SPY holdings is $171,612.09, reflecting a 21.96% gain to date.

LUTS & GREENLEIGH GROUP, INC SPY ($627.58) Holding Chart

LUTS & GREENLEIGH GROUP, INC 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 %

Top Ranked Articles

  • 1