U.S. LargeCap Buffer January Account SPY Holdings History
U.S. LargeCap Buffer January Account's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, U.S. LargeCap Buffer January Account held 13,103.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $7.33 Mil. This investment constitutes 9.82% of their stock portfolio, and U.S. LargeCap Buffer January Account now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q1. And since then U.S. LargeCap Buffer January Account has made 3 purchases of SPY, at an average price of $506.61, for a total of 29,683.00 shares. In addition, there have been 5 sales at an average price of $508.50 for 16,580.00 shares. Based on historical transaction data and SPY's current price of $626.87, U.S. LargeCap Buffer January Account's estimated gain on his SPY holdings is $1.61 Mil, reflecting a 10.69% gain to date.
U.S. LargeCap Buffer January Account SPY ($626.87) Holding Chart
U.S. LargeCap Buffer January Account SPY ($626.87) 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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