Affinity Asset Advisors, LLC SPY Holdings History
Affinity Asset Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Affinity Asset Advisors, LLC held 400,000.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $223.76 Mil. This investment constitutes 22.05% of their stock portfolio, and Affinity Asset Advisors, LLC now holds 0.04% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2025Q1. And since then Affinity Asset Advisors, LLC has made 1 purchases of SPY, at an average price of $587.78, for a total of 30,000.00 shares. Based on historical transaction data and SPY's current price of $619.98, Affinity Asset Advisors, LLC's estimated gain on his SPY holdings is $966,000.00, reflecting a 5.48% gain to date.
Affinity Asset Advisors, LLC SPY ($619.98) Holding Chart
Affinity Asset Advisors, LLC SPY ($619.98) 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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