New England Private Wealth Advisors LLC SPY Holdings History
New England Private Wealth Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, New England Private Wealth Advisors LLC held 31,380.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $17.55 Mil. This investment constitutes 2.71% of their stock portfolio, and New England Private Wealth Advisors LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q1. And since then New England Private Wealth Advisors LLC has made 20 purchases of SPY, at an average price of $203.32, for a total of 114,463.00 shares. In addition, there have been 16 sales at an average price of $325.79 for 83,083.00 shares. Based on historical transaction data and SPY's current price of $614.91, New England Private Wealth Advisors LLC's estimated gain on his SPY holdings is $23.09 Mil, reflecting a 99.22% gain to date.
New England Private Wealth Advisors LLC SPY ($614.91) Holding Chart
New England Private Wealth Advisors LLC SPY ($614.91) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
