Sandbox Financial Partners, LLC SPY Holdings History
Sandbox Financial Partners, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Sandbox Financial Partners, LLC held 20,588.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $11.52 Mil. This investment constitutes 4.07% of their stock portfolio, and Sandbox Financial Partners, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then Sandbox Financial Partners, LLC has made 13 purchases of SPY, at an average price of $469.30, for a total of 20,748.00 shares. In addition, there have been 4 sales at an average price of $424.21 for 160.00 shares. Based on historical transaction data and SPY's current price of $614.91, Sandbox Financial Partners, LLC's estimated gain on his SPY holdings is $2.99 Mil, reflecting a 30.72% gain to date.
Sandbox Financial Partners, LLC SPY ($614.91) Holding Chart
Sandbox Financial Partners, LLC SPY ($614.91) 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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