Smart Money Group LLC SPY Holdings History

Number of Shares
1,755.00
Current Holdings Value*
$981,890.00
% of Portfolio
0.33%
Total Estimate Gain
$4.49 Mil
% of Total Estimate Gain
28.40%

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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