SENTINEL PENSION ADVISORS, LLC SPY Holdings History
SENTINEL PENSION ADVISORS, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, SENTINEL PENSION ADVISORS, LLC held 143,351.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $88.57 Mil. This investment constitutes 14.91% of their stock portfolio, and SENTINEL PENSION ADVISORS, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then SENTINEL PENSION ADVISORS, LLC has made 16 purchases of SPY, at an average price of $458.39, for a total of 144,737.00 shares. In addition, there have been 6 sales at an average price of $465.43 for 1,386.00 shares. Based on historical transaction data and SPY's current price of $624.81, SENTINEL PENSION ADVISORS, LLC's estimated gain on his SPY holdings is $23.87 Mil, reflecting a 35.97% gain to date.
SENTINEL PENSION ADVISORS, LLC SPY ($624.81) Holding Chart
SENTINEL PENSION ADVISORS, LLC SPY ($624.81) 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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