Number of Shares
12,078.00
Current Holdings Value*
$7.46 Mil
% of Portfolio
2.54%
Total Estimate Gain
$739,773.81
% of Total Estimate Gain
10.55%

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 $633.40, XY Planning Network, Inc.'s estimated gain on his SPY holdings is $739,773.81, reflecting a 10.55% gain to date.

XY Planning Network, Inc. SPY ($633.40) Holding Chart

XY Planning Network, Inc. SPY ($633.40) 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 %

Top Ranked Articles

  • 1