Second Half Financial Partners, LLC SPY Holdings History
Second Half Financial Partners, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Second Half Financial Partners, LLC held 10,094.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.65 Mil. This investment constitutes 2.8% of their stock portfolio, and Second Half Financial Partners, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q1. And since then Second Half Financial Partners, LLC has made 6 purchases of SPY, at an average price of $460.80, for a total of 21,461.00 shares. In addition, there have been 5 sales at an average price of $471.41 for 11,367.00 shares. Based on historical transaction data and SPY's current price of $624.81, Second Half Financial Partners, LLC's estimated gain on his SPY holdings is $1.78 Mil, reflecting a 17.96% gain to date.
Second Half Financial Partners, LLC SPY ($624.81) Holding Chart
Second Half Financial Partners, LLC SPY ($624.81) 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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