Kovack Advisors, Inc. SPY Holdings History

Number of Shares
39,607.00
Current Holdings Value*
$22.16 Mil
% of Portfolio
2.35%
Total Estimate Gain
$22.86 Mil
% of Total Estimate Gain
44.72%

Kovack Advisors, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Kovack Advisors, Inc. held 39,607.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $22.16 Mil. This investment constitutes 2.35% of their stock portfolio, and Kovack Advisors, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2014Q1. And since then Kovack Advisors, Inc. has made 15 purchases of SPY, at an average price of $296.40, for a total of 172,462.00 shares. In addition, there have been 13 sales at an average price of $368.03 for 132,855.00 shares. Based on historical transaction data and SPY's current price of $633.26, Kovack Advisors, Inc.'s estimated gain on his SPY holdings is $22.86 Mil, reflecting a 44.72% gain to date.

Kovack Advisors, Inc. SPY ($633.26) Holding Chart

Kovack Advisors, Inc. SPY ($633.26) 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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