M3 Advisory Group, LLC SPY Holdings History
M3 Advisory Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, M3 Advisory Group, LLC held 6,017.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.37 Mil. This investment constitutes 2.66% of their stock portfolio, and M3 Advisory Group, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then M3 Advisory Group, LLC has made 5 purchases of SPY, at an average price of $453.12, for a total of 6,017.00 shares. Based on historical transaction data and SPY's current price of $625.34, M3 Advisory Group, LLC's estimated gain on his SPY holdings is $1.04 Mil, reflecting a 38.01% gain to date.
M3 Advisory Group, LLC SPY ($625.34) Holding Chart
M3 Advisory Group, LLC SPY ($625.34) 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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