Secure Asset Management, LLC SPY Holdings History
Secure Asset Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Secure Asset Management, LLC held 3,500.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.16 Mil. This investment constitutes 0.4% of their stock portfolio, and Secure Asset Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Secure Asset Management, LLC has made 15 purchases of SPY, at an average price of $518.12, for a total of 31,756.00 shares. In addition, there have been 7 sales at an average price of $319.89 for 5,319.00 shares. Based on historical transaction data and SPY's current price of $627.58, Secure Asset Management, LLC's estimated gain on his SPY holdings is $1.84 Mil, reflecting a 11.18% gain to date.
Secure Asset Management, LLC SPY ($627.58) Holding Chart
Secure Asset Management, LLC SPY ($627.58) 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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