Bleakley Financial Group, LLC SPY Holdings History
Bleakley Financial Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Bleakley Financial Group, LLC held 147,292.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $82.39 Mil. This investment constitutes 2.64% of their stock portfolio, and Bleakley Financial Group, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then Bleakley Financial Group, LLC has made 3 purchases of SPY, at an average price of $387.64, for a total of 208,781.00 shares. In addition, there have been 6 sales at an average price of $471.03 for 61,489.00 shares. Based on historical transaction data and SPY's current price of $622.14, Bleakley Financial Group, LLC's estimated gain on his SPY holdings is $39.67 Mil, reflecting a 49.01% gain to date.
Bleakley Financial Group, LLC SPY ($622.14) Holding Chart
Bleakley Financial Group, LLC SPY ($622.14) 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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