Spectrum Wealth Counsel, LLC SPY Holdings History
Spectrum Wealth Counsel, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Spectrum Wealth Counsel, LLC held 208,198.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $116.46 Mil. This investment constitutes 13.98% of their stock portfolio, and Spectrum Wealth Counsel, LLC now holds 0.02% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then Spectrum Wealth Counsel, LLC has made 3 purchases of SPY, at an average price of $451.42, for a total of 211,091.00 shares. In addition, there have been 2 sales at an average price of $565.06 for 2,893.00 shares. Based on historical transaction data and SPY's current price of $627.58, Spectrum Wealth Counsel, LLC's estimated gain on his SPY holdings is $37.00 Mil, reflecting a 38.83% gain to date.
Spectrum Wealth Counsel, LLC SPY ($627.58) Holding Chart
Spectrum Wealth Counsel, 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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