Shakespeare Wealth Management, LLC SPY Holdings History
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 $633.17, Shakespeare Wealth Management, LLC's estimated gain on his SPY holdings is $389,209.70, reflecting a 13.00% gain to date.
Shakespeare Wealth Management, LLC SPY ($633.17) Holding Chart
Shakespeare Wealth Management, LLC SPY ($633.17) 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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