Circle Wealth Management, LLC SPY Holdings History
Circle Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Circle Wealth Management, LLC held 728,487.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $407.51 Mil. This investment constitutes 9.35% of their stock portfolio, and Circle Wealth Management, LLC now holds 0.07% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Circle Wealth Management, LLC has made 20 purchases of SPY, at an average price of $326.86, for a total of 866,489.00 shares. In addition, there have been 8 sales at an average price of $520.14 for 138,002.00 shares. Based on historical transaction data and SPY's current price of $620.68, Circle Wealth Management, LLC's estimated gain on his SPY holdings is $240.72 Mil, reflecting a 84.99% gain to date.
Circle Wealth Management, LLC SPY ($620.68) Holding Chart
Circle Wealth Management, LLC SPY ($620.68) 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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