Edge Capital Group, LLC SPY Holdings History
Edge Capital Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-12-31, Edge Capital Group, LLC held 7.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $145.76 Mil. This investment constitutes 6.5% of their stock portfolio, and Edge Capital Group, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then Edge Capital Group, LLC has made 12 purchases of SPY, at an average price of $330.35, for a total of 585,507.00 shares. In addition, there have been 12 sales at an average price of $475.50 for 585,500.00 shares. Based on historical transaction data and SPY's current price of $610.88, Edge Capital Group, LLC's estimated gain on his SPY holdings is $84.99 Mil, reflecting a 43.94% gain to date.
Edge Capital Group, LLC SPY ($610.88) Holding Chart
Edge Capital Group, LLC SPY ($610.88) 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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