Pathway Financial Advisors LLC SPY Holdings History
Pathway Financial Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Pathway Financial Advisors LLC held 24,267.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $13.57 Mil. This investment constitutes 2.45% of their stock portfolio, and Pathway Financial Advisors LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Pathway Financial Advisors LLC has made 4 purchases of SPY, at an average price of $283.05, for a total of 51,913.00 shares. In addition, there have been 17 sales at an average price of $348.26 for 27,646.00 shares. Based on historical transaction data and SPY's current price of $630.99, Pathway Financial Advisors LLC's estimated gain on his SPY holdings is $10.25 Mil, reflecting a 69.73% gain to date.
Pathway Financial Advisors LLC SPY ($630.99) Holding Chart
Pathway Financial Advisors LLC SPY ($630.99) 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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