TKG Advisors, LLC SPY Holdings History

Number of Shares
30,373.00
Current Holdings Value*
$16.99 Mil
% of Portfolio
8.38%
Total Estimate Gain
$5.26 Mil
% of Total Estimate Gain
27.09%

TKG Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, TKG Advisors, LLC held 30,373.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $16.99 Mil. This investment constitutes 8.38% of their stock portfolio, and TKG Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2021Q4. And since then TKG Advisors, LLC has made 8 purchases of SPY, at an average price of $454.77, for a total of 42,672.00 shares. In addition, there have been 5 sales at an average price of $439.15 for 12,299.00 shares. Based on historical transaction data and SPY's current price of $634.21, TKG Advisors, LLC's estimated gain on his SPY holdings is $5.26 Mil, reflecting a 27.09% gain to date.

TKG Advisors, LLC SPY ($634.21) Holding Chart

TKG Advisors, 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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