Retirement Income Solutions, Inc SPY Holdings History
Retirement Income Solutions, Inc's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Retirement Income Solutions, Inc held 72,384.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $40.49 Mil. This investment constitutes 8.47% of their stock portfolio, and Retirement Income Solutions, Inc now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Retirement Income Solutions, Inc has made 5 purchases of SPY, at an average price of $275.58, for a total of 217,896.00 shares. In addition, there have been 23 sales at an average price of $352.04 for 145,512.00 shares. Based on historical transaction data and SPY's current price of $614.91, Retirement Income Solutions, Inc's estimated gain on his SPY holdings is $35.69 Mil, reflecting a 59.44% gain to date.
Retirement Income Solutions, Inc SPY ($614.91) Holding Chart
Retirement Income Solutions, Inc SPY ($614.91) 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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