Cavalier Investments, LLC SPY Holdings History
Cavalier Investments, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Cavalier Investments, LLC held 20,571.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $11.51 Mil. This investment constitutes 3.91% of their stock portfolio, and Cavalier Investments, 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 Cavalier Investments, LLC has made 10 purchases of SPY, at an average price of $408.17, for a total of 103,987.00 shares. In addition, there have been 16 sales at an average price of $422.72 for 83,416.00 shares. Based on historical transaction data and SPY's current price of $627.58, Cavalier Investments, LLC's estimated gain on his SPY holdings is $5.73 Mil, reflecting a 13.49% gain to date.
Cavalier Investments, LLC SPY ($627.58) Holding Chart
Cavalier Investments, LLC 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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