Sunesis Advisors, LLC SPY Holdings History
Sunesis Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Sunesis Advisors, LLC held 6,850.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.83 Mil. This investment constitutes 2.08% of their stock portfolio, and Sunesis Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then Sunesis Advisors, LLC has made 6 purchases of SPY, at an average price of $335.64, for a total of 9,464.00 shares. In addition, there have been 6 sales at an average price of $450.07 for 2,614.00 shares. Based on historical transaction data and SPY's current price of $628.86, Sunesis Advisors, LLC's estimated gain on his SPY holdings is $2.31 Mil, reflecting a 72.65% gain to date.
Sunesis Advisors, LLC SPY ($628.86) Holding Chart
Sunesis Advisors, LLC SPY ($628.86) 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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