Signature Wealth Management Partners, LLC SPY Holdings History
Signature Wealth Management Partners, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Signature Wealth Management Partners, LLC held 7,045.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.35 Mil. This investment constitutes 2.49% of their stock portfolio, and Signature Wealth Management Partners, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then Signature Wealth Management Partners, LLC has made 8 purchases of SPY, at an average price of $359.49, for a total of 7,421.00 shares. In addition, there have been 7 sales at an average price of $424.26 for 376.00 shares. Based on historical transaction data and SPY's current price of $627.68, Signature Wealth Management Partners, LLC's estimated gain on his SPY holdings is $1.91 Mil, reflecting a 71.74% gain to date.
Signature Wealth Management Partners, LLC SPY ($627.68) Holding Chart
Signature Wealth Management Partners, LLC SPY ($627.68) 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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