Alaska Wealth Advisors SPY Holdings History
Alaska Wealth Advisors's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Alaska Wealth Advisors held 273,269.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $152.86 Mil. This investment constitutes 23.94% of their stock portfolio, and Alaska Wealth Advisors now holds 0.03% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Alaska Wealth Advisors has made 17 purchases of SPY, at an average price of $289.45, for a total of 734,279.00 shares. In addition, there have been 10 sales at an average price of $336.04 for 461,010.00 shares. Based on historical transaction data and SPY's current price of $623.62, Alaska Wealth Advisors's estimated gain on his SPY holdings is $112.79 Mil, reflecting a 53.07% gain to date.
Alaska Wealth Advisors SPY ($623.62) Holding Chart
Alaska Wealth Advisors SPY ($623.62) 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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