WorthPointe, LLC SPY Holdings History
WorthPointe, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, WorthPointe, LLC held 8,242.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.61 Mil. This investment constitutes 2.06% of their stock portfolio, and WorthPointe, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q1. And since then WorthPointe, LLC has made 2 purchases of SPY, at an average price of $444.07, for a total of 24,806.00 shares. In addition, there have been 11 sales at an average price of $433.61 for 16,564.00 shares. Based on historical transaction data and SPY's current price of $634.42, WorthPointe, LLC's estimated gain on his SPY holdings is $1.40 Mil, reflecting a 12.67% gain to date.
WorthPointe, LLC SPY ($634.42) Holding Chart
WorthPointe, LLC 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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