Spire Wealth Management SPY Holdings History
Spire Wealth Management's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Spire Wealth Management held 89,952.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $50.32 Mil. This investment constitutes 1.61% of their stock portfolio, and Spire Wealth Management now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q1. And since then Spire Wealth Management has made 6 purchases of SPY, at an average price of $404.18, for a total of 218,583.00 shares. In addition, there have been 10 sales at an average price of $421.73 for 128,631.00 shares. Based on historical transaction data and SPY's current price of $627.58, Spire Wealth Management's estimated gain on his SPY holdings is $22.35 Mil, reflecting a 25.30% gain to date.
Spire Wealth Management SPY ($627.58) Holding Chart
Spire Wealth Management SPY ($627.58) 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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