Taylor & Morgan Wealth Management, LLC SPY Holdings History
Taylor & Morgan Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Taylor & Morgan Wealth Management, LLC held 44,485.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $27.48 Mil. This investment constitutes 18.55% of their stock portfolio, and Taylor & Morgan Wealth Management, 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 Taylor & Morgan Wealth Management, LLC has made 9 purchases of SPY, at an average price of $449.94, for a total of 54,111.00 shares. In addition, there have been 5 sales at an average price of $535.39 for 9,626.00 shares. Based on historical transaction data and SPY's current price of $627.58, Taylor & Morgan Wealth Management, LLC's estimated gain on his SPY holdings is $8.72 Mil, reflecting a 35.84% gain to date.
Taylor & Morgan Wealth Management, LLC SPY ($627.58) Holding Chart
Taylor & Morgan Wealth Management, LLC SPY ($627.58) 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 % |
Top Ranked Articles
- 1