PACIFIC FINANCIAL GROUP INC SPY Holdings History
PACIFIC FINANCIAL GROUP INC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, PACIFIC FINANCIAL GROUP INC held 8,075.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.99 Mil. This investment constitutes 3.89% of their stock portfolio, and PACIFIC FINANCIAL GROUP INC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then PACIFIC FINANCIAL GROUP INC has made 16 purchases of SPY, at an average price of $230.31, for a total of 15,531.00 shares. In addition, there have been 17 sales at an average price of $408.64 for 7,456.00 shares. Based on historical transaction data and SPY's current price of $628.86, PACIFIC FINANCIAL GROUP INC's estimated gain on his SPY holdings is $4.55 Mil, reflecting a 127.15% gain to date.
PACIFIC FINANCIAL GROUP INC SPY ($628.86) Holding Chart
PACIFIC FINANCIAL GROUP INC 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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