Stratos Wealth Advisors, LLC SPY Holdings History
Stratos Wealth Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Stratos Wealth Advisors, LLC held 114,352.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $63.97 Mil. This investment constitutes 3.49% of their stock portfolio, and Stratos Wealth Advisors, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then Stratos Wealth Advisors, LLC has made 13 purchases of SPY, at an average price of $452.19, for a total of 154,991.00 shares. In addition, there have been 12 sales at an average price of $443.06 for 40,639.00 shares. Based on historical transaction data and SPY's current price of $627.58, Stratos Wealth Advisors, LLC's estimated gain on his SPY holdings is $19.69 Mil, reflecting a 28.09% gain to date.
Stratos Wealth Advisors, LLC SPY ($627.58) Holding Chart
Stratos Wealth Advisors, 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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