Berkeley Capital Partners, LLC SPY Holdings History
Berkeley Capital Partners, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Berkeley Capital Partners, LLC held 125,521.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $70.21 Mil. This investment constitutes 19.31% of their stock portfolio, and Berkeley Capital Partners, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Berkeley Capital Partners, LLC has made 17 purchases of SPY, at an average price of $327.70, for a total of 175,893.00 shares. In addition, there have been 11 sales at an average price of $351.11 for 50,372.00 shares. Based on historical transaction data and SPY's current price of $614.91, Berkeley Capital Partners, LLC's estimated gain on his SPY holdings is $37.23 Mil, reflecting a 64.59% gain to date.
Berkeley Capital Partners, LLC SPY ($614.91) Holding Chart
Berkeley Capital Partners, LLC 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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