Tandem Financial, LLC SPY Holdings History

Number of Shares
400.00
Current Holdings Value*
$223,760.00
% of Portfolio
0.24%
Total Estimate Gain
$357,508.59
% of Total Estimate Gain
7.43%

Tandem Financial, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Tandem Financial, LLC held 400.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $223,760.00. This investment constitutes 0.24% of their stock portfolio, and Tandem Financial, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2024Q4. And since then Tandem Financial, LLC has made 1 purchases of SPY, at an average price of $589.47, for a total of 8,165.00 shares. Based on historical transaction data and SPY's current price of $633.26, Tandem Financial, LLC's estimated gain on his SPY holdings is $357,508.59, reflecting a 7.43% gain to date.

Tandem Financial, LLC SPY ($633.26) Holding Chart

Tandem Financial, LLC SPY ($633.26) 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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