Thrive Wealth Management, LLC SPY Holdings History
Thrive Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Thrive Wealth Management, LLC held 33,860.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $20.92 Mil. This investment constitutes 3.38% of their stock portfolio, and Thrive 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 Thrive Wealth Management, LLC has made 8 purchases of SPY, at an average price of $429.20, for a total of 38,429.00 shares. In addition, there have been 6 sales at an average price of $546.90 for 4,569.00 shares. Based on historical transaction data and SPY's current price of $623.62, Thrive Wealth Management, LLC's estimated gain on his SPY holdings is $7.12 Mil, reflecting a 43.17% gain to date.
Thrive Wealth Management, LLC SPY ($623.62) Holding Chart
Thrive Wealth Management, LLC SPY ($623.62) 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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