Three Seasons Wealth, LLC SPY Holdings History
Three Seasons Wealth, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Three Seasons Wealth, LLC held 50,422.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $31.16 Mil. This investment constitutes 3.57% of their stock portfolio, and Three Seasons Wealth, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then Three Seasons Wealth, LLC has made 5 purchases of SPY, at an average price of $558.14, for a total of 81,320.00 shares. In addition, there have been 1 sales at an average price of $552.93 for 30,898.00 shares. Based on historical transaction data and SPY's current price of $627.58, Three Seasons Wealth, LLC's estimated gain on his SPY holdings is $3.34 Mil, reflecting a 7.36% gain to date.
Three Seasons Wealth, LLC SPY ($627.58) Holding Chart
Three Seasons Wealth, 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
