StrategIQ Financial Group, LLC SPY Holdings History
StrategIQ Financial Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2023-12-31, StrategIQ Financial Group, LLC held 67,702.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $32.18 Mil. This investment constitutes 3.63% of their stock portfolio, and StrategIQ Financial Group, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then StrategIQ Financial Group, LLC has made 13 purchases of SPY, at an average price of $445.02, for a total of 77,167.00 shares. In addition, there have been 5 sales at an average price of $400.20 for 9,465.00 shares. Based on historical transaction data and SPY's current price of $628.04, StrategIQ Financial Group, LLC's estimated gain on his SPY holdings is $11.97 Mil, reflecting a 34.85% gain to date.
StrategIQ Financial Group, LLC SPY ($628.04) Holding Chart
StrategIQ Financial Group, LLC SPY ($628.04) 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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