Fifth Third Wealth Advisors LLC SPY Holdings History
Fifth Third Wealth Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Fifth Third Wealth Advisors LLC held 296,673.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $165.96 Mil. This investment constitutes 8.6% of their stock portfolio, and Fifth Third Wealth Advisors LLC now holds 0.03% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q2. And since then Fifth Third Wealth Advisors LLC has made 8 purchases of SPY, at an average price of $506.28, for a total of 296,673.00 shares. Based on historical transaction data and SPY's current price of $620.34, Fifth Third Wealth Advisors LLC's estimated gain on his SPY holdings is $33.84 Mil, reflecting a 22.53% gain to date.
Fifth Third Wealth Advisors LLC SPY ($620.34) Holding Chart
Fifth Third Wealth Advisors LLC SPY ($620.34) 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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