ELEMENT POINTE ADVISORS, LLC SPY Holdings History
ELEMENT POINTE ADVISORS, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, ELEMENT POINTE ADVISORS, LLC held 72,256.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $40.42 Mil. This investment constitutes 9.83% of their stock portfolio, and ELEMENT POINTE ADVISORS, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then ELEMENT POINTE ADVISORS, LLC has made 8 purchases of SPY, at an average price of $300.63, for a total of 151,761.00 shares. In addition, there have been 10 sales at an average price of $395.72 for 79,505.00 shares. Based on historical transaction data and SPY's current price of $627.58, ELEMENT POINTE ADVISORS, LLC's estimated gain on his SPY holdings is $31.18 Mil, reflecting a 68.35% gain to date.
ELEMENT POINTE ADVISORS, LLC SPY ($627.58) Holding Chart
ELEMENT POINTE ADVISORS, LLC SPY ($627.58) 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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