XY Planning Network, Inc. SPY Holdings History
XY Planning Network, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, XY Planning Network, Inc. held 12,078.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $7.46 Mil. This investment constitutes 2.54% of their stock portfolio, and XY Planning Network, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. And since then XY Planning Network, Inc. has made 1 purchases of SPY, at an average price of $572.37, for a total of 12,250.00 shares. In addition, there have been 1 sales at an average price of $587.78 for 172.00 shares. Based on historical transaction data and SPY's current price of $634.42, XY Planning Network, Inc.'s estimated gain on his SPY holdings is $752,093.37, reflecting a 10.73% gain to date.
XY Planning Network, Inc. SPY ($634.42) Holding Chart
XY Planning Network, Inc. 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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