CSM Advisors, LLC SPY Holdings History
CSM Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, CSM Advisors, LLC held 258,880.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $144.82 Mil. This investment constitutes 8.6% of their stock portfolio, and CSM Advisors, LLC now holds 0.03% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q2. And since then CSM Advisors, LLC has made 6 purchases of SPY, at an average price of $491.92, for a total of 606,268.00 shares. In addition, there have been 7 sales at an average price of $502.45 for 347,388.00 shares. Based on historical transaction data and SPY's current price of $627.58, CSM Advisors, LLC's estimated gain on his SPY holdings is $38.78 Mil, reflecting a 13.00% gain to date.
CSM Advisors, LLC SPY ($627.58) Holding Chart
CSM Advisors, LLC SPY ($627.58) 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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