Leverty Financial Group, LLC SPY Holdings History
Leverty Financial Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Leverty Financial Group, LLC held 9,127.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.64 Mil. This investment constitutes 1.68% of their stock portfolio, and Leverty Financial Group, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Leverty Financial Group, LLC has made 6 purchases of SPY, at an average price of $442.95, for a total of 13,463.00 shares. In addition, there have been 8 sales at an average price of $501.93 for 4,336.00 shares. Based on historical transaction data and SPY's current price of $627.58, Leverty Financial Group, LLC's estimated gain on his SPY holdings is $1.94 Mil, reflecting a 32.54% gain to date.
Leverty Financial Group, LLC SPY ($627.58) Holding Chart
Leverty Financial Group, LLC 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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