Sowell Financial Services LLC SPY Holdings History
Sowell Financial Services LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Sowell Financial Services LLC held 79,400.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $49.06 Mil. This investment constitutes 2% of their stock portfolio, and Sowell Financial Services LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Sowell Financial Services LLC has made 19 purchases of SPY, at an average price of $355.82, for a total of 218,372.00 shares. In addition, there have been 9 sales at an average price of $375.75 for 138,972.00 shares. Based on historical transaction data and SPY's current price of $634.42, Sowell Financial Services LLC's estimated gain on his SPY holdings is $24.89 Mil, reflecting a 32.03% gain to date.
Sowell Financial Services LLC SPY ($634.42) Holding Chart
Sowell Financial Services LLC SPY ($634.42) 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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