Number of Shares
26,522.00
Current Holdings Value*
$14.84 Mil
% of Portfolio
4.76%
Total Estimate Gain
$8.39 Mil
% of Total Estimate Gain
39.30%

Measured Wealth Private Client Group, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Measured Wealth Private Client Group, LLC held 26,522.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $14.84 Mil. This investment constitutes 4.76% of their stock portfolio, and Measured Wealth Private Client Group, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q2. And since then Measured Wealth Private Client Group, LLC has made 5 purchases of SPY, at an average price of $365.55, for a total of 58,423.00 shares. In addition, there have been 23 sales at an average price of $411.81 for 31,901.00 shares. Based on historical transaction data and SPY's current price of $626.38, Measured Wealth Private Client Group, LLC's estimated gain on his SPY holdings is $8.39 Mil, reflecting a 39.30% gain to date.

Measured Wealth Private Client Group, LLC SPY ($626.38) Holding Chart

Measured Wealth Private Client Group, LLC SPY ($626.38) 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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