Strategic Wealth Partners Group, LLC SPY Holdings History
Strategic Wealth Partners Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-03-31, Strategic Wealth Partners Group, LLC held 113,297.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $59.44 Mil. This investment constitutes 6.56% of their stock portfolio, and Strategic Wealth Partners Group, LLC now holds -% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Strategic Wealth Partners Group, LLC has made 14 purchases of SPY, at an average price of $288.25, for a total of 140,802.00 shares. In addition, there have been 9 sales at an average price of $359.92 for 27,505.00 shares. Based on historical transaction data and SPY's current price of $634.21, Strategic Wealth Partners Group, LLC's estimated gain on his SPY holdings is $41.17 Mil, reflecting a 101.43% gain to date.
Strategic Wealth Partners Group, LLC SPY ($634.21) Holding Chart
Strategic Wealth Partners Group, LLC 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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