SURIENCE PRIVATE WEALTH LLC SPY Holdings History
SURIENCE PRIVATE WEALTH LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, SURIENCE PRIVATE WEALTH LLC held 20,517.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $12.68 Mil. This investment constitutes 11.91% of their stock portfolio, and SURIENCE PRIVATE WEALTH LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then SURIENCE PRIVATE WEALTH LLC has made 5 purchases of SPY, at an average price of $468.13, for a total of 115,127.00 shares. In addition, there have been 6 sales at an average price of $443.36 for 94,610.00 shares. Based on historical transaction data and SPY's current price of $634.42, SURIENCE PRIVATE WEALTH LLC's estimated gain on his SPY holdings is $1.07 Mil, reflecting a 1.98% gain to date.
SURIENCE PRIVATE WEALTH LLC SPY ($634.42) Holding Chart
SURIENCE PRIVATE WEALTH LLC SPY ($634.42) 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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