Number of Shares
6,046.00
Current Holdings Value*
$3.74 Mil
% of Portfolio
1.35%
Total Estimate Gain
$1.47 Mil
% of Total Estimate Gain
11.94%

Sandy Cove Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-06-30, Sandy Cove Advisors, LLC held 6,046.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.74 Mil. This investment constitutes 1.35% of their stock portfolio, and Sandy Cove Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2021Q4. And since then Sandy Cove Advisors, LLC has made 8 purchases of SPY, at an average price of $444.96, for a total of 27,626.00 shares. In addition, there have been 6 sales at an average price of $461.47 for 21,580.00 shares. Based on historical transaction data and SPY's current price of $628.86, Sandy Cove Advisors, LLC's estimated gain on his SPY holdings is $1.47 Mil, reflecting a 11.94% gain to date.

Sandy Cove Advisors, LLC SPY ($628.86) Holding Chart

Sandy Cove Advisors, LLC SPY ($628.86) 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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