Claro Advisors LLC SPY Holdings History
Claro Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Claro Advisors LLC held 45,368.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $25.38 Mil. This investment constitutes 3.4% of their stock portfolio, and Claro Advisors LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then Claro Advisors LLC has made 15 purchases of SPY, at an average price of $364.98, for a total of 74,971.00 shares. In addition, there have been 8 sales at an average price of $430.40 for 29,603.00 shares. Based on historical transaction data and SPY's current price of $635.22, Claro Advisors LLC's estimated gain on his SPY holdings is $14.20 Mil, reflecting a 51.88% gain to date.
Claro Advisors LLC SPY ($635.22) Holding Chart
Claro Advisors LLC SPY ($635.22) 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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