Stratos Wealth Partners, LTD. SPY Holdings History
Stratos Wealth Partners, LTD.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Stratos Wealth Partners, LTD. held 336,868.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $188.44 Mil. This investment constitutes 2.87% of their stock portfolio, and Stratos Wealth Partners, LTD. now holds 0.03% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q3. And since then Stratos Wealth Partners, LTD. has made 20 purchases of SPY, at an average price of $284.54, for a total of 481,797.00 shares. In addition, there have been 13 sales at an average price of $427.89 for 144,929.00 shares. Based on historical transaction data and SPY's current price of $623.62, Stratos Wealth Partners, LTD.'s estimated gain on his SPY holdings is $135.00 Mil, reflecting a 98.48% gain to date.
Stratos Wealth Partners, LTD. SPY ($623.62) Holding Chart
Stratos Wealth Partners, LTD. SPY ($623.62) 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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