Number of Shares
12,687.00
Current Holdings Value*
$7.84 Mil
% of Portfolio
2.14%
Total Estimate Gain
$14.23 Mil
% of Total Estimate Gain
5.51%

WORLD EQUITY GROUP, INC.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-06-30, WORLD EQUITY GROUP, INC. held 12,687.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $7.84 Mil. This investment constitutes 2.14% of their stock portfolio, and WORLD EQUITY GROUP, INC. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2022Q1. And since then WORLD EQUITY GROUP, INC. has made 3 purchases of SPY, at an average price of $404.98, for a total of 637,260.00 shares. In addition, there have been 6 sales at an average price of $423.12 for 624,573.00 shares. Based on historical transaction data and SPY's current price of $633.26, WORLD EQUITY GROUP, INC.'s estimated gain on his SPY holdings is $14.23 Mil, reflecting a 5.51% gain to date.

WORLD EQUITY GROUP, INC. SPY ($633.26) Holding Chart

WORLD EQUITY GROUP, INC. SPY ($633.26) 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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