Pure Financial Advisors, LLC SPY Holdings History
Pure Financial Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Pure Financial Advisors, LLC held 977,210.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $603.77 Mil. This investment constitutes 10.63% of their stock portfolio, and Pure Financial Advisors, LLC now holds 0.1% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2015Q2. And since then Pure Financial Advisors, LLC has made 22 purchases of SPY, at an average price of $461.08, for a total of 979,539.00 shares. In addition, there have been 4 sales at an average price of $258.17 for 2,329.00 shares. Based on historical transaction data and SPY's current price of $633.21, Pure Financial Advisors, LLC's estimated gain on his SPY holdings is $167.73 Mil, reflecting a 37.14% gain to date.
Pure Financial Advisors, LLC SPY ($633.21) Holding Chart
Pure Financial Advisors, LLC SPY ($633.21) 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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