Empirical Asset Management, LLC SPY Holdings History
Empirical Asset Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Empirical Asset Management, LLC held 14,375.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $8.04 Mil. This investment constitutes 2.74% of their stock portfolio, and Empirical Asset Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Empirical Asset Management, LLC has made 9 purchases of SPY, at an average price of $465.21, for a total of 32,031.00 shares. In addition, there have been 4 sales at an average price of $444.64 for 17,656.00 shares. Based on historical transaction data and SPY's current price of $624.22, Empirical Asset Management, LLC's estimated gain on his SPY holdings is $1.92 Mil, reflecting a 12.90% gain to date.
Empirical Asset Management, LLC SPY ($624.22) Holding Chart
Empirical Asset Management, LLC SPY ($624.22) 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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