ELM ADVISORS, LLC SPY Holdings History
ELM ADVISORS, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2022-03-31, ELM ADVISORS, LLC held 10,867.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.91 Mil. This investment constitutes 6.63% of their stock portfolio, and ELM ADVISORS, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then ELM ADVISORS, LLC has made 1 purchases of SPY, at an average price of $177.37, for a total of 52,845.00 shares. In addition, there have been 24 sales at an average price of $308.13 for 41,978.00 shares. Based on historical transaction data and SPY's current price of $623.62, ELM ADVISORS, LLC's estimated gain on his SPY holdings is $10.34 Mil, reflecting a 110.30% gain to date.
ELM ADVISORS, LLC SPY ($623.62) Holding Chart
ELM ADVISORS, LLC SPY ($623.62) 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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