Number of Shares
14,232.00
Current Holdings Value*
$7.96 Mil
% of Portfolio
6.36%
Total Estimate Gain
$5.65 Mil
% of Total Estimate Gain
0.37%

Aurora Private Wealth, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Aurora Private Wealth, Inc. held 14,232.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $7.96 Mil. This investment constitutes 6.36% of their stock portfolio, and Aurora Private Wealth, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2019Q4. And since then Aurora Private Wealth, Inc. has made 9 purchases of SPY, at an average price of $573.54, for a total of 2.65 Mil shares. In addition, there have been 13 sales at an average price of $575.38 for 2.64 Mil shares. Based on historical transaction data and SPY's current price of $627.58, Aurora Private Wealth, Inc.'s estimated gain on his SPY holdings is $5.65 Mil, reflecting a 0.37% gain to date.

Aurora Private Wealth, Inc. SPY ($627.58) Holding Chart

Aurora Private Wealth, Inc. SPY ($627.58) 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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