Sharp Financial Services, LLC SPY Holdings History
Sharp Financial Services, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Sharp Financial Services, LLC held 36,289.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $20.30 Mil. This investment constitutes 15.54% of their stock portfolio, and Sharp Financial Services, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then Sharp Financial Services, LLC has made 4 purchases of SPY, at an average price of $556.08, for a total of 36,289.00 shares. Based on historical transaction data and SPY's current price of $627.51, Sharp Financial Services, LLC's estimated gain on his SPY holdings is $2.59 Mil, reflecting a 12.84% gain to date.
Sharp Financial Services, LLC SPY ($627.51) Holding Chart
Sharp Financial Services, LLC SPY ($627.51) 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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