North Capital, Inc. SPY Holdings History
Number of Shares
6,325.00
Current Holdings Value*
$3.54 Mil
% of Portfolio
3.34%
Total Estimate Gain
$294,998.00
% of Total Estimate Gain
7.93%
North Capital, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, North Capital, Inc. held 6,325.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.54 Mil. This investment constitutes 3.34% of their stock portfolio, and North Capital, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and SPY's current price of $634.42, North Capital, Inc.'s estimated gain on his SPY holdings is $294,998.00, reflecting a 7.93% gain to date.
North Capital, Inc. SPY ($634.42) Holding Chart
North Capital, Inc. SPY ($634.42) 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
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers