Concorde Asset Management, LLC SPY Holdings History
Concorde Asset Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Concorde Asset Management, LLC held 1,084.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $597,400.00. This investment constitutes 0.32% of their stock portfolio, and Concorde Asset Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q4. And since then Concorde Asset Management, LLC has made 17 purchases of SPY, at an average price of $287.33, for a total of 76,759.00 shares. In addition, there have been 14 sales at an average price of $361.83 for 75,675.00 shares. Based on historical transaction data and SPY's current price of $607.12, Concorde Asset Management, LLC's estimated gain on his SPY holdings is $5.98 Mil, reflecting a 27.13% gain to date.
Concorde Asset Management, LLC SPY ($607.12) Holding Chart
Concorde Asset Management, LLC SPY ($607.12) 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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