Number of Shares
1.96 Mil
Current Holdings Value*
$1.10 Bil
% of Portfolio
1.55%
Total Estimate Gain
$585.49 Mil
% of Total Estimate Gain
82.16%

COMMONWEALTH EQUITY SERVICES, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, COMMONWEALTH EQUITY SERVICES, LLC held 1.96 Mil shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.10 Bil. This investment constitutes 1.55% of their stock portfolio, and COMMONWEALTH EQUITY SERVICES, LLC now holds 0.19% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q2. And since then COMMONWEALTH EQUITY SERVICES, LLC has made 23 purchases of SPY, at an average price of $331.57, for a total of 2.15 Mil shares. In addition, there have been 4 sales at an average price of $461.13 for 187,504.00 shares. Based on historical transaction data and SPY's current price of $617.65, COMMONWEALTH EQUITY SERVICES, LLC's estimated gain on his SPY holdings is $585.49 Mil, reflecting a 82.16% gain to date.

COMMONWEALTH EQUITY SERVICES, LLC SPY ($617.65) Holding Chart

COMMONWEALTH EQUITY SERVICES, LLC SPY ($617.65) 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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