Number of Shares
20,149.00
Current Holdings Value*
$11.27 Mil
% of Portfolio
5.28%
Total Estimate Gain
$7.94 Mil
% of Total Estimate Gain
42.94%

Luken Investment Analytics, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Luken Investment Analytics, LLC held 20,149.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $11.27 Mil. This investment constitutes 5.28% of their stock portfolio, and Luken Investment Analytics, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2020Q4. And since then Luken Investment Analytics, LLC has made 1 purchases of SPY, at an average price of $363.41, for a total of 50,857.00 shares. In addition, there have been 9 sales at an average price of $448.53 for 30,708.00 shares. Based on historical transaction data and SPY's current price of $627.58, Luken Investment Analytics, LLC's estimated gain on his SPY holdings is $7.94 Mil, reflecting a 42.94% gain to date.

Luken Investment Analytics, LLC SPY ($627.58) Holding Chart

Luken Investment Analytics, 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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