Number of Shares
57,472.00
Current Holdings Value*
$35.51 Mil
% of Portfolio
17.69%
Total Estimate Gain
$17.40 Mil
% of Total Estimate Gain
48.46%

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 $628.86, Marmo Financial Group, LLC's estimated gain on his SPY holdings is $17.40 Mil, reflecting a 48.46% gain to date.

Marmo Financial Group, LLC SPY ($628.86) Holding Chart

Marmo Financial Group, LLC SPY ($628.86) 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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