Number of Shares
94,100.00
Current Holdings Value*
$2.10 Mil
% of Portfolio
1.9%
Total Estimate Gain
$1.72 Mil
% of Total Estimate Gain
37.86%

CAMELOT TECHNOLOGY ADVISORS, INC.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, CAMELOT TECHNOLOGY ADVISORS, INC. held 94,100.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.10 Mil. This investment constitutes 1.9% of their stock portfolio, and CAMELOT TECHNOLOGY ADVISORS, INC. now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2023Q4. And since then CAMELOT TECHNOLOGY ADVISORS, INC. has made 3 purchases of SPY, at an average price of $445.94, for a total of 10,191.00 shares. In addition, there have been 2 sales at an average price of $569.77 for 367.00 shares. Based on historical transaction data and SPY's current price of $616.45, CAMELOT TECHNOLOGY ADVISORS, INC.'s estimated gain on his SPY holdings is $1.72 Mil, reflecting a 37.86% gain to date.

CAMELOT TECHNOLOGY ADVISORS, INC. SPY ($616.45) Holding Chart

CAMELOT TECHNOLOGY ADVISORS, INC. SPY ($616.45) 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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