Capital Advisors, Ltd. LLC SPY Holdings History
Capital Advisors, Ltd. LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Capital Advisors, Ltd. LLC held 123,053.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $68.84 Mil. This investment constitutes 9.07% of their stock portfolio, and Capital Advisors, Ltd. LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then Capital Advisors, Ltd. LLC has made 27 purchases of SPY, at an average price of $215.09, for a total of 145,738.00 shares. In addition, there have been 9 sales at an average price of $309.25 for 22,685.00 shares. Based on historical transaction data and SPY's current price of $623.62, Capital Advisors, Ltd. LLC's estimated gain on his SPY holdings is $52.41 Mil, reflecting a 167.19% gain to date.
Capital Advisors, Ltd. LLC SPY ($623.62) Holding Chart
Capital Advisors, Ltd. LLC 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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