Curtis Advisory Group, LLC SPY Holdings History
Curtis Advisory Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Curtis Advisory Group, LLC held 87,578.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $48.99 Mil. This investment constitutes 14.39% of their stock portfolio, and Curtis Advisory Group, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Curtis Advisory Group, LLC has made 15 purchases of SPY, at an average price of $398.82, for a total of 393,655.00 shares. In addition, there have been 5 sales at an average price of $445.96 for 306,077.00 shares. Based on historical transaction data and SPY's current price of $626.81, Curtis Advisory Group, LLC's estimated gain on his SPY holdings is $34.40 Mil, reflecting a 21.91% gain to date.
Curtis Advisory Group, LLC SPY ($626.81) Holding Chart
Curtis Advisory Group, LLC SPY ($626.81) 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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