Abacus Wealth Partners, LLC SPY Holdings History
Abacus Wealth Partners, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Abacus Wealth Partners, LLC held 7,992.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.94 Mil. This investment constitutes 0.75% of their stock portfolio, and Abacus Wealth Partners, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q1. And since then Abacus Wealth Partners, LLC has made 3 purchases of SPY, at an average price of $462.77, for a total of 9,239.00 shares. In addition, there have been 5 sales at an average price of $490.54 for 1,247.00 shares. Based on historical transaction data and SPY's current price of $624.81, Abacus Wealth Partners, LLC's estimated gain on his SPY holdings is $1.33 Mil, reflecting a 31.10% gain to date.
Abacus Wealth Partners, LLC SPY ($624.81) Holding Chart
Abacus Wealth Partners, LLC SPY ($624.81) 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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