Number of Shares
4,127.00
Current Holdings Value*
$2.31 Mil
% of Portfolio
0.3%
Total Estimate Gain
$20.39 Mil
% of Total Estimate Gain
28.59%

Elite Wealth Management, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Elite Wealth Management, Inc. held 4,127.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.31 Mil. This investment constitutes 0.3% of their stock portfolio, and Elite Wealth Management, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2012Q3. And since then Elite Wealth Management, Inc. has made 16 purchases of SPY, at an average price of $237.50, for a total of 300,368.00 shares. In addition, there have been 19 sales at an average price of $300.91 for 296,241.00 shares. Based on historical transaction data and SPY's current price of $627.36, Elite Wealth Management, Inc.'s estimated gain on his SPY holdings is $20.39 Mil, reflecting a 28.59% gain to date.

Elite Wealth Management, Inc. SPY ($627.36) Holding Chart

Elite Wealth Management, Inc. SPY ($627.36) 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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