Sanchez Wealth Management Group SPY Holdings History
Sanchez Wealth Management Group's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Sanchez Wealth Management Group held 52,383.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $29.30 Mil. This investment constitutes 7.96% of their stock portfolio, and Sanchez Wealth Management Group now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Sanchez Wealth Management Group has made 24 purchases of SPY, at an average price of $424.29, for a total of 55,041.00 shares. In addition, there have been 3 sales at an average price of $301.49 for 2,658.00 shares. Based on historical transaction data and SPY's current price of $622.14, Sanchez Wealth Management Group's estimated gain on his SPY holdings is $10.04 Mil, reflecting a 42.98% gain to date.
Sanchez Wealth Management Group SPY ($622.14) Holding Chart
Sanchez Wealth Management Group SPY ($622.14) 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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