WesMark Tactical Opportunity Fund SPY Holdings History
WesMark Tactical Opportunity Fund's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, WESMARK FUNDS held 5,500.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.08 Mil. This investment constitutes 6.74% of their stock portfolio, and WESMARK FUNDS now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q1. And since then WesMark Tactical Opportunity Fund has made 4 purchases of SPY, at an average price of $339.37, for a total of 35,512.00 shares. In addition, there have been 5 sales at an average price of $425.59 for 30,012.00 shares. Based on historical transaction data and SPY's current price of $614.91, WesMark Tactical Opportunity Fund's estimated gain on his SPY holdings is $4.10 Mil, reflecting a 34.05% gain to date.
WesMark Tactical Opportunity Fund SPY ($614.91) Holding Chart
WesMark Tactical Opportunity Fund SPY ($614.91) 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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