Pinnacle Wealth Advisors SPY Holdings History
Number of Shares
217,666.00
Current Holdings Value*
$93.17 Mil
% of Portfolio
3.78%
Total Estimate Gain
$47.56 Mil
% of Total Estimate Gain
52.54%
Pinnacle Wealth Advisors's SPDR S&P 500 ETF Trust Holding Summary
As of 2021-06-30, Pinnacle Wealth Advisors held 217,666.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $93.17 Mil. This investment constitutes 3.78% of their stock portfolio, and Pinnacle Wealth Advisors now holds 0.02% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q2. Based on historical transaction data and SPY's current price of $634.42, Pinnacle Wealth Advisors's estimated gain on his SPY holdings is $47.56 Mil, reflecting a 52.54% gain to date.
Pinnacle Wealth Advisors SPY ($634.42) Holding Chart
Pinnacle Wealth Advisors 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 % | |||
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