Number of Shares
44,485.00
Current Holdings Value*
$27.48 Mil
% of Portfolio
18.55%
Total Estimate Gain
$8.72 Mil
% of Total Estimate Gain
35.84%

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 %

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