Number of Shares
26,311.00
Current Holdings Value*
$16.26 Mil
% of Portfolio
5.19%
Total Estimate Gain
$3.27 Mil
% of Total Estimate Gain
24.63%

BOS Asset Management, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-06-30, BOS Asset Management, LLC held 26,311.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $16.26 Mil. This investment constitutes 5.19% of their stock portfolio, and BOS Asset Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2022Q4. And since then BOS Asset Management, LLC has made 8 purchases of SPY, at an average price of $504.52, for a total of 26,311.00 shares. Based on historical transaction data and SPY's current price of $628.77, BOS Asset Management, LLC's estimated gain on his SPY holdings is $3.27 Mil, reflecting a 24.63% gain to date.

BOS Asset Management, LLC SPY ($628.77) Holding Chart

BOS Asset Management, LLC SPY ($628.77) 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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