Cordatus Wealth Management LLC SPY Holdings History
Cordatus Wealth Management LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Cordatus Wealth Management LLC held 17,558.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $9.82 Mil. This investment constitutes 2.69% of their stock portfolio, and Cordatus Wealth Management 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 Cordatus Wealth Management LLC has made 12 purchases of SPY, at an average price of $483.59, for a total of 61,982.00 shares. In addition, there have been 6 sales at an average price of $520.31 for 44,424.00 shares. Based on historical transaction data and SPY's current price of $634.42, Cordatus Wealth Management LLC's estimated gain on his SPY holdings is $4.28 Mil, reflecting a 14.28% gain to date.
Cordatus Wealth Management LLC SPY ($634.42) Holding Chart
Cordatus Wealth Management LLC SPY ($634.42) 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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