Number of Shares
17,799.00
Current Holdings Value*
$9.96 Mil
% of Portfolio
2.63%
Total Estimate Gain
$6.77 Mil
% of Total Estimate Gain
65.49%

J. W. Coons Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, J. W. Coons Advisors, LLC held 17,799.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $9.96 Mil. This investment constitutes 2.63% of their stock portfolio, and J. W. Coons Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2020Q1. And since then J. W. Coons Advisors, LLC has made 8 purchases of SPY, at an average price of $318.61, for a total of 32,440.00 shares. In addition, there have been 12 sales at an average price of $414.15 for 14,641.00 shares. Based on historical transaction data and SPY's current price of $620.34, J. W. Coons Advisors, LLC's estimated gain on his SPY holdings is $6.77 Mil, reflecting a 65.49% gain to date.

J. W. Coons Advisors, LLC SPY ($620.34) Holding Chart

J. W. Coons 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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