Apella Capital, LLC SPY Holdings History
Apella Capital, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Apella Capital, LLC held 50,281.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $31.21 Mil. This investment constitutes 0.85% of their stock portfolio, and Apella Capital, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q1. And since then Apella Capital, LLC has made 13 purchases of SPY, at an average price of $499.59, for a total of 73,369.00 shares. In addition, there have been 4 sales at an average price of $457.24 for 23,088.00 shares. Based on historical transaction data and SPY's current price of $634.42, Apella Capital, LLC's estimated gain on his SPY holdings is $5.80 Mil, reflecting a 15.83% gain to date.
Apella Capital, LLC SPY ($634.42) Holding Chart
Apella Capital, LLC SPY ($634.42) 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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