Weinberger Asset Management, Inc SPY Holdings History
Weinberger Asset Management, Inc's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Weinberger Asset Management, Inc held 6,498.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.01 Mil. This investment constitutes 1.55% of their stock portfolio, and Weinberger Asset Management, Inc now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Weinberger Asset Management, Inc has made 4 purchases of SPY, at an average price of $426.80, for a total of 8,593.00 shares. In addition, there have been 10 sales at an average price of $550.99 for 2,095.00 shares. Based on historical transaction data and SPY's current price of $627.58, Weinberger Asset Management, Inc's estimated gain on his SPY holdings is $1.56 Mil, reflecting a 42.67% gain to date.
Weinberger Asset Management, Inc SPY ($627.58) Holding Chart
Weinberger Asset Management, Inc SPY ($627.58) 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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