DELTA FINANCIAL ADVISORS LLC SPY Holdings History
DELTA FINANCIAL ADVISORS LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, DELTA FINANCIAL ADVISORS LLC held 32,741.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $18.32 Mil. This investment constitutes 6.88% of their stock portfolio, and DELTA FINANCIAL ADVISORS LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q2. And since then DELTA FINANCIAL ADVISORS LLC has made 6 purchases of SPY, at an average price of $293.69, for a total of 53,804.00 shares. In addition, there have been 17 sales at an average price of $401.54 for 21,063.00 shares. Based on historical transaction data and SPY's current price of $621.93, DELTA FINANCIAL ADVISORS LLC's estimated gain on his SPY holdings is $13.02 Mil, reflecting a 82.39% gain to date.
DELTA FINANCIAL ADVISORS LLC SPY ($621.93) Holding Chart
DELTA FINANCIAL ADVISORS LLC SPY ($621.93) 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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