Urban Financial Advisory Corp SPY Holdings History
Urban Financial Advisory Corp's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Urban Financial Advisory Corp held 141,826.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $79.34 Mil. This investment constitutes 43.84% of their stock portfolio, and Urban Financial Advisory Corp now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then Urban Financial Advisory Corp has made 1 purchases of SPY, at an average price of $447.00, for a total of 147,017.00 shares. In addition, there have been 4 sales at an average price of $536.77 for 5,191.00 shares. Based on historical transaction data and SPY's current price of $628.77, Urban Financial Advisory Corp's estimated gain on his SPY holdings is $26.25 Mil, reflecting a 39.94% gain to date.
Urban Financial Advisory Corp SPY ($628.77) Holding Chart
Urban Financial Advisory Corp SPY ($628.77) 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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