Spurstone Advisory Services, LLC SPY Holdings History
Number of Shares
573.00
Current Holdings Value*
$320,530.00
% of Portfolio
6.24%
Total Estimate Gain
$21,810.18
% of Total Estimate Gain
6.36%
Spurstone Advisory Services, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Spurstone Advisory Services, LLC held 573.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $320,530.00. This investment constitutes 6.24% of their stock portfolio, and Spurstone Advisory Services, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $587.78 for 9.00 shares. Based on historical transaction data and SPY's current price of $627.58, Spurstone Advisory Services, LLC's estimated gain on his SPY holdings is $21,810.18, reflecting a 6.36% gain to date.
Spurstone Advisory Services, LLC SPY ($627.58) Holding Chart
Spurstone Advisory Services, 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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