Tandem Financial, LLC SPY Holdings History
Number of Shares
400.00
Current Holdings Value*
$223,760.00
% of Portfolio
0.24%
Total Estimate Gain
$366,979.99
% of Total Estimate Gain
7.62%
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 $634.42, Tandem Financial, LLC's estimated gain on his SPY holdings is $366,979.99, reflecting a 7.62% gain to date.
Tandem Financial, LLC SPY ($634.42) Holding Chart
Tandem Financial, LLC SPY ($634.42) 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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