Strategic Equity Management SPY Holdings History
Strategic Equity Management's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Strategic Equity Management held 52,608.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $29.43 Mil. This investment constitutes 12.37% of their stock portfolio, and Strategic Equity Management now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Strategic Equity Management has made 12 purchases of SPY, at an average price of $429.98, for a total of 126,220.00 shares. In addition, there have been 2 sales at an average price of $445.45 for 73,612.00 shares. Based on historical transaction data and SPY's current price of $634.21, Strategic Equity Management's estimated gain on his SPY holdings is $11.88 Mil, reflecting a 21.89% gain to date.
Strategic Equity Management SPY ($634.21) Holding Chart
Strategic Equity Management SPY ($634.21) 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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