Ellis Investment Partners, LLC SPY Holdings History
Ellis Investment Partners, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Ellis Investment Partners, LLC held 30,460.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $17.04 Mil. This investment constitutes 3.52% of their stock portfolio, and Ellis Investment Partners, 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 Ellis Investment Partners, LLC has made 18 purchases of SPY, at an average price of $407.77, for a total of 34,151.00 shares. In addition, there have been 7 sales at an average price of $350.38 for 3,691.00 shares. Based on historical transaction data and SPY's current price of $634.21, Ellis Investment Partners, LLC's estimated gain on his SPY holdings is $6.69 Mil, reflecting a 48.01% gain to date.
Ellis Investment Partners, LLC SPY ($634.21) Holding Chart
Ellis Investment Partners, LLC SPY ($634.21) 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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