U.S. Capital Wealth Advisors, LLC SPY Holdings History
U.S. Capital Wealth Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, U.S. Capital Wealth Advisors, LLC held 107,167.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $59.95 Mil. This investment constitutes 1.84% of their stock portfolio, and U.S. Capital Wealth Advisors, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q3. And since then U.S. Capital Wealth Advisors, LLC has made 6 purchases of SPY, at an average price of $444.16, for a total of 271,412.00 shares. In addition, there have been 8 sales at an average price of $433.45 for 164,245.00 shares. Based on historical transaction data and SPY's current price of $620.68, U.S. Capital Wealth Advisors, LLC's estimated gain on his SPY holdings is $17.16 Mil, reflecting a 14.23% gain to date.
U.S. Capital Wealth Advisors, LLC SPY ($620.68) Holding Chart
U.S. Capital Wealth Advisors, LLC SPY ($620.68) 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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