Marmo Financial Group, LLC SPY Holdings History
Marmo Financial Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Marmo Financial Group, LLC held 57,472.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $35.51 Mil. This investment constitutes 17.69% of their stock portfolio, and Marmo Financial Group, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then Marmo Financial Group, LLC has made 3 purchases of SPY, at an average price of $393.80, for a total of 91,171.00 shares. In addition, there have been 7 sales at an average price of $509.25 for 33,699.00 shares. Based on historical transaction data and SPY's current price of $634.21, Marmo Financial Group, LLC's estimated gain on his SPY holdings is $17.71 Mil, reflecting a 49.32% gain to date.
Marmo Financial Group, LLC SPY ($634.21) Holding Chart
Marmo Financial Group, LLC SPY ($634.21) 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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