Aspect Partners, LLC SPY Holdings History
Aspect Partners, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Aspect Partners, LLC held 49,589.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $27.74 Mil. This investment constitutes 15.88% of their stock portfolio, and Aspect Partners, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then Aspect Partners, LLC has made 2 purchases of SPY, at an average price of $467.30, for a total of 90,047.00 shares. In addition, there have been 3 sales at an average price of $526.00 for 40,458.00 shares. Based on historical transaction data and SPY's current price of $623.62, Aspect Partners, LLC's estimated gain on his SPY holdings is $10.13 Mil, reflecting a 24.07% gain to date.
Aspect Partners, LLC SPY ($623.62) Holding Chart
Aspect Partners, LLC SPY ($623.62) 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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