Watts Gwilliam & Co., LLC SPY Holdings History
Watts Gwilliam & Co., LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Watts Gwilliam & Co., LLC held 65,500.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $524,920.00. This investment constitutes 0.11% of their stock portfolio, and Watts Gwilliam & Co., LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q1. And since then Watts Gwilliam & Co., LLC has made 2 purchases of SPY, at an average price of $504.33, for a total of 36,951.00 shares. In addition, there have been 1 sales at an average price of $589.49 for 1,175.00 shares. Based on historical transaction data and SPY's current price of $611.87, Watts Gwilliam & Co., LLC's estimated gain on his SPY holdings is $3.95 Mil, reflecting a 21.18% gain to date.
Watts Gwilliam & Co., LLC SPY ($611.87) Holding Chart
Watts Gwilliam & Co., LLC SPY ($611.87) 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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