Whitaker-Myers Wealth Managers, LTD. SPY Holdings History
Whitaker-Myers Wealth Managers, LTD.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Whitaker-Myers Wealth Managers, LTD. held 4,358.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.69 Mil. This investment constitutes 0.68% of their stock portfolio, and Whitaker-Myers Wealth Managers, LTD. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q1. And since then Whitaker-Myers Wealth Managers, LTD. has made 6 purchases of SPY, at an average price of $557.23, for a total of 13,991.00 shares. In addition, there have been 4 sales at an average price of $579.70 for 9,633.00 shares. Based on historical transaction data and SPY's current price of $634.42, Whitaker-Myers Wealth Managers, LTD.'s estimated gain on his SPY holdings is $552,882.79, reflecting a 7.09% gain to date.
Whitaker-Myers Wealth Managers, LTD. SPY ($634.42) Holding Chart
Whitaker-Myers Wealth Managers, LTD. SPY ($634.42) 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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