Number of Shares
4,358.00
Current Holdings Value*
$2.69 Mil
% of Portfolio
0.68%
Total Estimate Gain
$551,967.61
% of Total Estimate Gain
7.08%

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 $634.21, Whitaker-Myers Wealth Managers, LTD.'s estimated gain on his SPY holdings is $551,967.61, reflecting a 7.08% gain to date.

Whitaker-Myers Wealth Managers, LTD. SPY ($634.21) Holding Chart

Whitaker-Myers Wealth Managers, LTD. SPY ($634.21) 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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