ATTICUS WEALTH MANAGEMENT, LLC SPY Holdings History
ATTICUS WEALTH MANAGEMENT, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, ATTICUS WEALTH MANAGEMENT, LLC held 148,517.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $91.76 Mil. This investment constitutes 24.78% of their stock portfolio, and ATTICUS WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then ATTICUS WEALTH MANAGEMENT, LLC has made 16 purchases of SPY, at an average price of $377.10, for a total of 171,820.00 shares. In addition, there have been 5 sales at an average price of $459.36 for 23,303.00 shares. Based on historical transaction data and SPY's current price of $623.32, ATTICUS WEALTH MANAGEMENT, LLC's estimated gain on his SPY holdings is $38.48 Mil, reflecting a 59.40% gain to date.
ATTICUS WEALTH MANAGEMENT, LLC SPY ($623.32) Holding Chart
ATTICUS WEALTH MANAGEMENT, LLC SPY ($623.32) 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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