Apexium Financial, LP SPY Holdings History
Apexium Financial, LP's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Apexium Financial, LP held 687,822.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $384.76 Mil. This investment constitutes 22.94% of their stock portfolio, and Apexium Financial, LP now holds 0.07% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then Apexium Financial, LP has made 16 purchases of SPY, at an average price of $399.38, for a total of 757,925.00 shares. In addition, there have been 5 sales at an average price of $411.96 for 70,103.00 shares. Based on historical transaction data and SPY's current price of $624.81, Apexium Financial, LP's estimated gain on his SPY holdings is $155.94 Mil, reflecting a 51.52% gain to date.
Apexium Financial, LP SPY ($624.81) Holding Chart
Apexium Financial, LP 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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