MPWM ADVISORY SOLUTIONS, LLC SPY Holdings History
MPWM ADVISORY SOLUTIONS, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, MPWM ADVISORY SOLUTIONS, LLC held 53,560.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $29.96 Mil. This investment constitutes 21.75% of their stock portfolio, and MPWM ADVISORY SOLUTIONS, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. And since then MPWM ADVISORY SOLUTIONS, LLC has made 1 purchases of SPY, at an average price of $589.49, for a total of 53,560.00 shares. Based on historical transaction data and SPY's current price of $627.58, MPWM ADVISORY SOLUTIONS, LLC's estimated gain on his SPY holdings is $2.04 Mil, reflecting a 6.46% gain to date.
MPWM ADVISORY SOLUTIONS, LLC SPY ($627.58) Holding Chart
MPWM ADVISORY SOLUTIONS, 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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