Number of Shares
191,130.00
Current Holdings Value*
$8.74 Mil
% of Portfolio
1.83%
Total Estimate Gain
$5.57 Mil
% of Total Estimate Gain
53.05%

Retirement Income Solutions, Inc's SSGA SPDR S&P 500 Fossil Fuel Free ETF Holding Summary

As of 2025-03-31, Retirement Income Solutions, Inc held 191,130.00 shares of SSGA SPDR S&P 500 Fossil Fuel Free ETF(SPYX), totaling $8.74 Mil. This investment constitutes 1.83% of their stock portfolio, and Retirement Income Solutions, Inc now holds 0.44% of the outstanding SSGA SPDR S&P 500 Fossil Fuel Free ETF(SPYX) stock.

The initial trade took place in 2020Q2. And since then Retirement Income Solutions, Inc has made 8 purchases of SPYX, at an average price of $29.89, for a total of 351,171.00 shares. In addition, there have been 12 sales at an average price of $40.00 for 160,041.00 shares. Based on historical transaction data and SPYX's current price of $50.56, Retirement Income Solutions, Inc's estimated gain on his SPYX holdings is $5.57 Mil, reflecting a 53.05% gain to date.

Retirement Income Solutions, Inc SPYX ($50.56) Holding Chart

Retirement Income Solutions, Inc SPYX ($50.56) 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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