J.W. COLE ADVISORS, INC. SPY Holdings History
J.W. COLE ADVISORS, INC.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, J.W. COLE ADVISORS, INC. held 103,511.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $57.90 Mil. This investment constitutes 1.8% of their stock portfolio, and J.W. COLE ADVISORS, INC. now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then J.W. COLE ADVISORS, INC. has made 15 purchases of SPY, at an average price of $343.50, for a total of 250,178.00 shares. In addition, there have been 6 sales at an average price of $344.29 for 146,667.00 shares. Based on historical transaction data and SPY's current price of $627.58, J.W. COLE ADVISORS, INC.'s estimated gain on his SPY holdings is $29.52 Mil, reflecting a 34.35% gain to date.
J.W. COLE ADVISORS, INC. SPY ($627.58) Holding Chart
J.W. COLE 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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