Number of Shares
40,707.00
Current Holdings Value*
$15.57 Mil
% of Portfolio
1.53%
Total Estimate Gain
$16.42 Mil
% of Total Estimate Gain
40.44%

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

As of 2022-12-31, Laurel Wealth Advisors, Inc. held 40,707.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $15.57 Mil. This investment constitutes 1.53% of their stock portfolio, and Laurel Wealth Advisors, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q2. And since then Laurel Wealth Advisors, Inc. has made 12 purchases of SPY, at an average price of $344.40, for a total of 117,884.00 shares. In addition, there have been 7 sales at an average price of $405.63 for 77,177.00 shares. Based on historical transaction data and SPY's current price of $631.63, Laurel Wealth Advisors, Inc.'s estimated gain on his SPY holdings is $16.42 Mil, reflecting a 40.44% gain to date.

Laurel Wealth Advisors, Inc. SPY ($631.63) Holding Chart

Laurel Wealth Advisors, Inc. SPY ($631.63) 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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