Number of Shares
386,855.00
Current Holdings Value*
$17.70 Mil
% of Portfolio
3.53%
Total Estimate Gain
$8.94 Mil
% of Total Estimate Gain
69.33%

Sensible Financial Planning & Management, LLC.'s SSGA SPDR S&P 500 Fossil Fuel Free ETF Holding Summary

As of 2025-03-31, Sensible Financial Planning & Management, LLC. held 386,855.00 shares of SSGA SPDR S&P 500 Fossil Fuel Free ETF(SPYX), totaling $17.70 Mil. This investment constitutes 3.53% of their stock portfolio, and Sensible Financial Planning & Management, LLC. now holds 0.89% of the outstanding SSGA SPDR S&P 500 Fossil Fuel Free ETF(SPYX) stock.

The initial trade took place in 2020Q2. And since then Sensible Financial Planning & Management, LLC. has made 15 purchases of SPYX, at an average price of $29.28, for a total of 440,326.00 shares. In addition, there have been 5 sales at an average price of $40.86 for 53,471.00 shares. Based on historical transaction data and SPYX's current price of $50.79, Sensible Financial Planning & Management, LLC.'s estimated gain on his SPYX holdings is $8.94 Mil, reflecting a 69.33% gain to date.

Sensible Financial Planning & Management, LLC. SPYX ($50.79) Holding Chart

Sensible Financial Planning & Management, LLC. SPYX ($50.79) 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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