Tandem Wealth Advisors LLC SPY Holdings History
Tandem Wealth Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Tandem Wealth Advisors LLC held 23,051.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $12.88 Mil. This investment constitutes 6.74% of their stock portfolio, and Tandem Wealth Advisors LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then Tandem Wealth Advisors LLC has made 3 purchases of SPY, at an average price of $410.54, for a total of 25,494.00 shares. In addition, there have been 6 sales at an average price of $489.03 for 2,443.00 shares. Based on historical transaction data and SPY's current price of $611.87, Tandem Wealth Advisors LLC's estimated gain on his SPY holdings is $4.83 Mil, reflecting a 46.17% gain to date.
Tandem Wealth Advisors LLC SPY ($611.87) Holding Chart
Tandem Wealth Advisors LLC SPY ($611.87) 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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