Guerra Advisors Inc SPY Holdings History
Number of Shares
23,763.00
Current Holdings Value*
$13.29 Mil
% of Portfolio
7.44%
Total Estimate Gain
$900,543.03
% of Total Estimate Gain
5.78%
Guerra Advisors Inc's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Guerra Advisors Inc held 23,763.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $13.29 Mil. This investment constitutes 7.44% of their stock portfolio, and Guerra Advisors Inc now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $587.78 for 2,684.00 shares. Based on historical transaction data and SPY's current price of $627.58, Guerra Advisors Inc's estimated gain on his SPY holdings is $900,543.03, reflecting a 5.78% gain to date.
Guerra Advisors Inc SPY ($627.58) Holding Chart
Guerra Advisors Inc 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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