Number of Shares
43,995.00
Current Holdings Value*
$24.61 Mil
% of Portfolio
2.42%
Total Estimate Gain
$16.29 Mil
% of Total Estimate Gain
64.11%

FIRST BUSINESS FINANCIAL SERVICES, INC.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, FIRST BUSINESS FINANCIAL SERVICES, INC. held 43,995.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $24.61 Mil. This investment constitutes 2.42% of their stock portfolio, and FIRST BUSINESS FINANCIAL SERVICES, INC. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2013Q2. And since then FIRST BUSINESS FINANCIAL SERVICES, INC. has made 18 purchases of SPY, at an average price of $233.87, for a total of 108,650.00 shares. In addition, there have been 21 sales at an average price of $224.55 for 64,655.00 shares. Based on historical transaction data and SPY's current price of $617.85, FIRST BUSINESS FINANCIAL SERVICES, INC.'s estimated gain on his SPY holdings is $16.29 Mil, reflecting a 64.11% gain to date.

FIRST BUSINESS FINANCIAL SERVICES, INC. SPY ($617.85) Holding Chart

FIRST BUSINESS FINANCIAL SERVICES, INC. SPY ($617.85) 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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