New Century Financial Group, LLC SPY Holdings History
New Century Financial Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, New Century Financial Group, LLC held 2,846.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.76 Mil. This investment constitutes 2.06% of their stock portfolio, and New Century Financial Group, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then New Century Financial Group, LLC has made 3 purchases of SPY, at an average price of $516.23, for a total of 15,203.00 shares. In addition, there have been 3 sales at an average price of $587.74 for 12,357.00 shares. Based on historical transaction data and SPY's current price of $634.21, New Century Financial Group, LLC's estimated gain on his SPY holdings is $1.22 Mil, reflecting a 15.54% gain to date.
New Century Financial Group, LLC SPY ($634.21) Holding Chart
New Century 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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