Kellett Wealth Advisors, LLC SPY Holdings History
Kellett Wealth Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Kellett Wealth Advisors, LLC held 55,378.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $30.98 Mil. This investment constitutes 21.46% of their stock portfolio, and Kellett Wealth Advisors, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Kellett Wealth Advisors, LLC has made 10 purchases of SPY, at an average price of $526.46, for a total of 55,828.00 shares. In addition, there have been 1 sales at an average price of $408.80 for 450.00 shares. Based on historical transaction data and SPY's current price of $634.21, Kellett Wealth Advisors, LLC's estimated gain on his SPY holdings is $5.91 Mil, reflecting a 20.12% gain to date.
Kellett Wealth Advisors, LLC SPY ($634.21) Holding Chart
Kellett Wealth Advisors, LLC SPY ($634.21) 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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