SBK Financial, Inc. SPY Holdings History
Number of Shares
3,915.00
Current Holdings Value*
$1.50 Mil
% of Portfolio
2.37%
Total Estimate Gain
$677,178.31
% of Total Estimate Gain
35.44%
SBK Financial, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2022-12-31, SBK Financial, Inc. held 3,915.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.50 Mil. This investment constitutes 2.37% of their stock portfolio, and SBK Financial, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. In addition, there have been 3 sales at an average price of $410.57 for 256.00 shares. Based on historical transaction data and SPY's current price of $634.21, SBK Financial, Inc.'s estimated gain on his SPY holdings is $677,178.31, reflecting a 35.44% gain to date.
SBK Financial, Inc. SPY ($634.21) Holding Chart
SBK Financial, Inc. SPY ($634.21) 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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