Sutton Wealth Advisors Inc. SPY Holdings History
Sutton Wealth Advisors Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2023-09-30, Sutton Wealth Advisors Inc. held 10,964.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.69 Mil. This investment constitutes 2.32% of their stock portfolio, and Sutton Wealth Advisors Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then Sutton Wealth Advisors Inc. has made 8 purchases of SPY, at an average price of $307.28, for a total of 19,503.00 shares. In addition, there have been 9 sales at an average price of $393.94 for 8,539.00 shares. Based on historical transaction data and SPY's current price of $624.22, Sutton Wealth Advisors Inc.'s estimated gain on his SPY holdings is $4.21 Mil, reflecting a 70.33% gain to date.
Sutton Wealth Advisors Inc. SPY ($624.22) Holding Chart
Sutton Wealth Advisors Inc. SPY ($624.22) 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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