Number of Shares
5,493.00
Current Holdings Value*
$3.07 Mil
% of Portfolio
0.16%
Total Estimate Gain
$2.13 Mil
% of Total Estimate Gain
19.51%

Checchi Capital Advisers, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Checchi Capital Advisers, LLC held 5,493.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.07 Mil. This investment constitutes 0.16% of their stock portfolio, and Checchi Capital Advisers, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2017Q1. And since then Checchi Capital Advisers, LLC has made 19 purchases of SPY, at an average price of $324.40, for a total of 33,708.00 shares. In addition, there have been 9 sales at an average price of $342.90 for 28,215.00 shares. Based on historical transaction data and SPY's current price of $617.85, Checchi Capital Advisers, LLC's estimated gain on his SPY holdings is $2.13 Mil, reflecting a 19.51% gain to date.

Checchi Capital Advisers, LLC SPY ($617.85) Holding Chart

Checchi Capital Advisers, LLC SPY ($617.85) 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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