Topsail Wealth Management, LLC SPY Holdings History
Topsail Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Topsail Wealth Management, LLC held 11,911.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.66 Mil. This investment constitutes 1.36% of their stock portfolio, and Topsail Wealth Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. And since then Topsail Wealth Management, LLC has made 1 purchases of SPY, at an average price of $588.73, for a total of 11,911.00 shares. Based on historical transaction data and SPY's current price of $634.42, Topsail Wealth Management, LLC's estimated gain on his SPY holdings is $544,160.96, reflecting a 7.76% gain to date.
Topsail Wealth Management, LLC SPY ($634.42) Holding Chart
Topsail Wealth Management, LLC SPY ($634.42) 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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