Signal Advisors Wealth, LLC SPY Holdings History
Signal Advisors Wealth, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Signal Advisors Wealth, LLC held 65,799.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $40.65 Mil. This investment constitutes 3.18% of their stock portfolio, and Signal Advisors Wealth, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then Signal Advisors Wealth, LLC has made 4 purchases of SPY, at an average price of $545.41, for a total of 95,028.00 shares. In addition, there have been 2 sales at an average price of $535.71 for 29,229.00 shares. Based on historical transaction data and SPY's current price of $627.58, Signal Advisors Wealth, LLC's estimated gain on his SPY holdings is $5.12 Mil, reflecting a 9.88% gain to date.
Signal Advisors Wealth, LLC SPY ($627.58) Holding Chart
Signal Advisors Wealth, LLC SPY ($627.58) 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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