Capital Advisory Group Advisory Services, LLC SPY Holdings History
Capital Advisory Group Advisory Services, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Capital Advisory Group Advisory Services, LLC held 29,932.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $18.49 Mil. This investment constitutes 6.65% of their stock portfolio, and Capital Advisory Group Advisory Services, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Capital Advisory Group Advisory Services, LLC has made 17 purchases of SPY, at an average price of $305.10, for a total of 103,538.00 shares. In addition, there have been 10 sales at an average price of $327.01 for 73,606.00 shares. Based on historical transaction data and SPY's current price of $623.62, Capital Advisory Group Advisory Services, LLC's estimated gain on his SPY holdings is $11.15 Mil, reflecting a 35.28% gain to date.
Capital Advisory Group Advisory Services, LLC SPY ($623.62) Holding Chart
Capital Advisory Group Advisory Services, 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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