Upper Left Wealth Management, LLC SPY Holdings History
Upper Left Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 2,802.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.73 Mil. This investment constitutes 1.15% of their stock portfolio, and Upper Left 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 Upper Left Wealth Management, LLC has made 4 purchases of SPY, at an average price of $447.18, for a total of 54,656.00 shares. In addition, there have been 10 sales at an average price of $391.67 for 51,854.00 shares. Based on historical transaction data and SPY's current price of $632.28, Upper Left Wealth Management, LLC's estimated gain on his SPY holdings is $-2.36 Mil, reflecting a -9.65% gain to date.
Upper Left Wealth Management, LLC SPY ($632.28) Holding Chart
Upper Left Wealth Management, LLC SPY ($632.28) 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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