Number of Shares
26,991.00
Current Holdings Value*
$15.10 Mil
% of Portfolio
2.03%
Total Estimate Gain
$6.17 Mil
% of Total Estimate Gain
55.96%

Relyea Zuckerberg Hanson LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Relyea Zuckerberg Hanson LLC held 26,991.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $15.10 Mil. This investment constitutes 2.03% of their stock portfolio, and Relyea Zuckerberg Hanson LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2019Q4. And since then Relyea Zuckerberg Hanson LLC has made 19 purchases of SPY, at an average price of $395.73, for a total of 27,864.00 shares. In addition, there have been 2 sales at an average price of $417.63 for 873.00 shares. Based on historical transaction data and SPY's current price of $623.62, Relyea Zuckerberg Hanson LLC's estimated gain on his SPY holdings is $6.17 Mil, reflecting a 55.96% gain to date.

Relyea Zuckerberg Hanson LLC SPY ($623.62) Holding Chart

Relyea Zuckerberg Hanson LLC SPY ($623.62) 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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