Number of Shares
28,993.00
Current Holdings Value*
$18.04 Mil
% of Portfolio
8.4%
Total Estimate Gain
$5.87 Mil
% of Total Estimate Gain
43.70%

Mainsail Financial Group, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-06-30, Mainsail Financial Group, LLC held 28,993.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $18.04 Mil. This investment constitutes 8.4% of their stock portfolio, and Mainsail Financial Group, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2022Q4. And since then Mainsail Financial Group, LLC has made 8 purchases of SPY, at an average price of $431.21, for a total of 31,128.00 shares. In addition, there have been 2 sales at an average price of $512.15 for 2,135.00 shares. Based on historical transaction data and SPY's current price of $627.58, Mainsail Financial Group, LLC's estimated gain on his SPY holdings is $5.87 Mil, reflecting a 43.70% gain to date.

Mainsail Financial Group, LLC SPY ($627.58) Holding Chart

Mainsail 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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