Number of Shares
1,678.00
Current Holdings Value*
$938,560.00
% of Portfolio
0.25%
Total Estimate Gain
$381,985.91
% of Total Estimate Gain
12.76%

Shakespeare Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Shakespeare Wealth Management, LLC held 1,678.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $938,560.00. This investment constitutes 0.25% of their stock portfolio, and Shakespeare Wealth Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2019Q3. And since then Shakespeare Wealth Management, LLC has made 10 purchases of SPY, at an average price of $439.52, for a total of 6,810.00 shares. In addition, there have been 8 sales at an average price of $452.05 for 5,132.00 shares. Based on historical transaction data and SPY's current price of $628.86, Shakespeare Wealth Management, LLC's estimated gain on his SPY holdings is $381,985.91, reflecting a 12.76% gain to date.

Shakespeare Wealth Management, LLC SPY ($628.86) Holding Chart

Shakespeare Wealth Management, 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 %

Top Ranked Articles

  • 1