Tobias Financial Advisors, Inc. SPY Holdings History
Tobias Financial Advisors, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Tobias Financial Advisors, Inc. held 2,651.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.48 Mil. This investment constitutes 0.29% of their stock portfolio, and Tobias Financial Advisors, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Tobias Financial Advisors, Inc. has made 1 purchases of SPY, at an average price of $580.79, for a total of 2,719.00 shares. In addition, there have been 1 sales at an average price of $305.03 for 68.00 shares. Based on historical transaction data and SPY's current price of $626.24, Tobias Financial Advisors, Inc.'s estimated gain on his SPY holdings is $101,722.86, reflecting a 6.44% gain to date.
Tobias Financial Advisors, Inc. SPY ($626.24) Holding Chart
Tobias Financial Advisors, Inc. SPY ($626.24) 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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