OLYMPUS WEALTH MANAGEMENT, LLC SPY Holdings History
OLYMPUS WEALTH MANAGEMENT, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, OLYMPUS WEALTH MANAGEMENT, LLC held 65,023.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $40.17 Mil. This investment constitutes 13.5% of their stock portfolio, and OLYMPUS WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then OLYMPUS WEALTH MANAGEMENT, LLC has made 1 purchases of SPY, at an average price of $467.05, for a total of 245,857.00 shares. In addition, there have been 6 sales at an average price of $490.54 for 180,834.00 shares. Based on historical transaction data and SPY's current price of $627.15, OLYMPUS WEALTH MANAGEMENT, LLC's estimated gain on his SPY holdings is $14.66 Mil, reflecting a 12.77% gain to date.
OLYMPUS WEALTH MANAGEMENT, LLC SPY ($627.15) Holding Chart
OLYMPUS WEALTH MANAGEMENT, LLC SPY ($627.15) 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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