Sightline Wealth Advisors, LLC SPY Holdings History
Sightline Wealth Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Sightline Wealth Advisors, LLC held 8,618.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.32 Mil. This investment constitutes 2.57% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then Sightline Wealth Advisors, LLC has made 10 purchases of SPY, at an average price of $365.24, for a total of 9,705.00 shares. In addition, there have been 7 sales at an average price of $447.80 for 1,087.00 shares. Based on historical transaction data and SPY's current price of $624.22, Sightline Wealth Advisors, LLC's estimated gain on his SPY holdings is $2.32 Mil, reflecting a 65.49% gain to date.
Sightline Wealth Advisors, LLC SPY ($624.22) Holding Chart
Sightline Wealth Advisors, LLC SPY ($624.22) 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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