Number of Shares
30,698.00
Current Holdings Value*
$18.96 Mil
% of Portfolio
7.83%
Total Estimate Gain
$1.20 Mil
% of Total Estimate Gain
3.72%

Yeomans Consulting Group, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-06-30, Yeomans Consulting Group, Inc. held 30,698.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $18.96 Mil. This investment constitutes 7.83% of their stock portfolio, and Yeomans Consulting Group, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2023Q4. And since then Yeomans Consulting Group, Inc. has made 3 purchases of SPY, at an average price of $581.62, for a total of 55,380.00 shares. In addition, there have been 2 sales at an average price of $571.38 for 24,682.00 shares. Based on historical transaction data and SPY's current price of $628.86, Yeomans Consulting Group, Inc.'s estimated gain on his SPY holdings is $1.20 Mil, reflecting a 3.72% gain to date.

Yeomans Consulting Group, Inc. SPY ($628.86) Holding Chart

Yeomans Consulting Group, Inc. SPY ($628.86) 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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