U.S. LargeCap Buffer April Account SPY Holdings History
U.S. LargeCap Buffer April Account's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, U.S. LargeCap Buffer April Account held 6,419.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.59 Mil. This investment constitutes 9.9% of their stock portfolio, and U.S. LargeCap Buffer April Account now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q2. And since then U.S. LargeCap Buffer April Account has made 2 purchases of SPY, at an average price of $473.51, for a total of 27,239.00 shares. In addition, there have been 5 sales at an average price of $514.46 for 20,820.00 shares. Based on historical transaction data and SPY's current price of $628.86, U.S. LargeCap Buffer April Account's estimated gain on his SPY holdings is $1.85 Mil, reflecting a 14.34% gain to date.
U.S. LargeCap Buffer April Account SPY ($628.86) Holding Chart
U.S. LargeCap Buffer April Account 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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