Burt Wealth Advisors SPY Holdings History
Burt Wealth Advisors's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Burt Wealth Advisors held 44,447.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $27.46 Mil. This investment constitutes 6.28% of their stock portfolio, and Burt Wealth Advisors now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q4. And since then Burt Wealth Advisors has made 2 purchases of SPY, at an average price of $212.52, for a total of 109,742.00 shares. In addition, there have been 32 sales at an average price of $337.36 for 65,295.00 shares. Based on historical transaction data and SPY's current price of $627.58, Burt Wealth Advisors's estimated gain on his SPY holdings is $26.60 Mil, reflecting a 114.06% gain to date.
Burt Wealth Advisors SPY ($627.58) Holding Chart
Burt Wealth Advisors 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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