Sensible Money, LLC SPY Holdings History
Sensible Money, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Sensible Money, LLC held 3,177.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.78 Mil. This investment constitutes 0.76% of their stock portfolio, and Sensible Money, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then Sensible Money, LLC has made 3 purchases of SPY, at an average price of $438.11, for a total of 4,083.00 shares. In addition, there have been 4 sales at an average price of $505.83 for 906.00 shares. Based on historical transaction data and SPY's current price of $628.86, Sensible Money, LLC's estimated gain on his SPY holdings is $667,363.79, reflecting a 37.31% gain to date.
Sensible Money, LLC SPY ($628.86) Holding Chart
Sensible Money, LLC SPY ($628.86) 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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