BENJAMIN EDWARDS INC SPY Holdings History

Number of Shares
70,458.00
Current Holdings Value*
$39.41 Mil
% of Portfolio
0.55%
Total Estimate Gain
$2.94 Mil
% of Total Estimate Gain
7.15%

BENJAMIN EDWARDS INC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, BENJAMIN EDWARDS INC held 70,458.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $39.41 Mil. This investment constitutes 0.55% of their stock portfolio, and BENJAMIN EDWARDS INC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2019Q2. And since then BENJAMIN EDWARDS INC has made 14 purchases of SPY, at an average price of $567.64, for a total of 72,574.00 shares. In addition, there have been 5 sales at an average price of $384.75 for 2,116.00 shares. Based on historical transaction data and SPY's current price of $614.91, BENJAMIN EDWARDS INC's estimated gain on his SPY holdings is $2.94 Mil, reflecting a 7.15% gain to date.

BENJAMIN EDWARDS INC SPY ($614.91) Holding Chart

BENJAMIN EDWARDS INC SPY ($614.91) 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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