Intelligence Driven Advisers, LLC SPY Holdings History
Intelligence Driven Advisers, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Intelligence Driven Advisers, LLC held 29,307.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $18.11 Mil. This investment constitutes 2.73% of their stock portfolio, and Intelligence Driven Advisers, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Intelligence Driven Advisers, LLC has made 11 purchases of SPY, at an average price of $493.40, for a total of 45,503.00 shares. In addition, there have been 12 sales at an average price of $423.77 for 16,196.00 shares. Based on historical transaction data and SPY's current price of $623.62, Intelligence Driven Advisers, LLC's estimated gain on his SPY holdings is $2.69 Mil, reflecting a 11.97% gain to date.
Intelligence Driven Advisers, LLC SPY ($623.62) Holding Chart
Intelligence Driven Advisers, LLC SPY ($623.62) 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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