Number of Shares
517,400.00
Current Holdings Value*
$3.29 Mil
% of Portfolio
0.27%
Total Estimate Gain
$16.38 Mil
% of Total Estimate Gain
7.78%

Advisor Resource Council's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Advisor Resource Council held 517,400.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.29 Mil. This investment constitutes 0.27% of their stock portfolio, and Advisor Resource Council now holds 0.05% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2021Q2. And since then Advisor Resource Council has made 7 purchases of SPY, at an average price of $472.41, for a total of 445,879.00 shares. In addition, there have been 8 sales at an average price of $439.08 for 277,100.00 shares. Based on historical transaction data and SPY's current price of $624.22, Advisor Resource Council's estimated gain on his SPY holdings is $16.38 Mil, reflecting a 7.78% gain to date.

Advisor Resource Council SPY ($624.22) Holding Chart

Advisor Resource Council SPY ($624.22) 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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