WESTWOOD BROADMARK TACTICAL GROWTH FUND SPY Holdings History
WESTWOOD BROADMARK TACTICAL GROWTH FUND's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-04-30, WESTWOOD BROADMARK TACTICAL GROWTH FUND held - shares of SPDR S&P 500 ETF Trust(SPY), totaling N/A. This investment constitutes 0% of their stock portfolio, and WESTWOOD BROADMARK TACTICAL GROWTH FUND now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q1. And since then WESTWOOD BROADMARK TACTICAL GROWTH FUND has made 4 purchases of SPY, at an average price of $433.21, for a total of 372,544.00 shares. In addition, there have been 4 sales at an average price of $470.86 for 372,544.00 shares. Based on historical transaction data and SPY's current price of $620.68, WESTWOOD BROADMARK TACTICAL GROWTH FUND's estimated gain on his SPY holdings is $14.03 Mil, reflecting a 8.69% gain to date.
WESTWOOD BROADMARK TACTICAL GROWTH FUND SPY ($620.68) Holding Chart
WESTWOOD BROADMARK TACTICAL GROWTH FUND SPY ($620.68) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
