SOUND MIND INVESTING DYNAMIC ALLOCATION FUND SPY Holdings History
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-04-30, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND held 5,770.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.20 Mil. This investment constitutes 5.42% of their stock portfolio, and SOUND MIND INVESTING DYNAMIC ALLOCATION FUND now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q3. And since then SOUND MIND INVESTING DYNAMIC ALLOCATION FUND has made 3 purchases of SPY, at an average price of $355.30, for a total of 227,310.00 shares. In addition, there have been 13 sales at an average price of $447.63 for 221,540.00 shares. Based on historical transaction data and SPY's current price of $625.82, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's estimated gain on his SPY holdings is $22.01 Mil, reflecting a 27.26% gain to date.
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND SPY ($625.82) Holding Chart
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND SPY ($625.82) 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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