Clear Point Advisors Inc. SPY Holdings History
Clear Point Advisors Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Clear Point Advisors Inc. held 6,826.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.82 Mil. This investment constitutes 3.43% of their stock portfolio, and Clear Point Advisors Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then Clear Point Advisors Inc. has made 3 purchases of SPY, at an average price of $447.80, for a total of 6,854.00 shares. In addition, there have been 2 sales at an average price of $517.50 for 28.00 shares. Based on historical transaction data and SPY's current price of $620.34, Clear Point Advisors Inc.'s estimated gain on his SPY holdings is $1.18 Mil, reflecting a 38.44% gain to date.
Clear Point Advisors Inc. SPY ($620.34) Holding Chart
Clear Point Advisors Inc. SPY ($620.34) 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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