Number of Shares
5,770.00
Current Holdings Value*
$3.20 Mil
% of Portfolio
5.42%
Total Estimate Gain
$22.00 Mil
% of Total Estimate Gain
27.24%

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 $623.62, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's estimated gain on his SPY holdings is $22.00 Mil, reflecting a 27.24% gain to date.

SOUND MIND INVESTING DYNAMIC ALLOCATION FUND SPY ($623.62) Holding Chart

SOUND MIND INVESTING DYNAMIC ALLOCATION FUND 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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