Smart Money Group LLC SPY Holdings History
Smart Money Group LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Smart Money Group LLC held 1,755.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $981,890.00. This investment constitutes 0.33% of their stock portfolio, and Smart Money Group LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Smart Money Group LLC has made 16 purchases of SPY, at an average price of $379.14, for a total of 41,666.00 shares. In addition, there have been 12 sales at an average price of $480.30 for 39,911.00 shares. Based on historical transaction data and SPY's current price of $635.26, Smart Money Group LLC's estimated gain on his SPY holdings is $4.49 Mil, reflecting a 28.40% gain to date.
Smart Money Group LLC SPY ($635.26) Holding Chart
Smart Money Group LLC SPY ($635.26) 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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