USA FINANCIAL FORMULAS SPY Holdings History
USA FINANCIAL FORMULAS's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, USA FINANCIAL FORMULAS held 108,596.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $67.10 Mil. This investment constitutes 11.45% of their stock portfolio, and USA FINANCIAL FORMULAS now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q3. And since then USA FINANCIAL FORMULAS has made 6 purchases of SPY, at an average price of $499.91, for a total of 225,186.00 shares. In addition, there have been 8 sales at an average price of $571.62 for 116,590.00 shares. Based on historical transaction data and SPY's current price of $628.86, USA FINANCIAL FORMULAS's estimated gain on his SPY holdings is $22.36 Mil, reflecting a 19.86% gain to date.
USA FINANCIAL FORMULAS SPY ($628.86) Holding Chart
USA FINANCIAL FORMULAS SPY ($628.86) 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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