FLAGSHIP HARBOR ADVISORS, LLC SPY Holdings History
FLAGSHIP HARBOR ADVISORS, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, FLAGSHIP HARBOR ADVISORS, LLC held 79,871.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $44.68 Mil. This investment constitutes 2.35% of their stock portfolio, and FLAGSHIP HARBOR ADVISORS, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then FLAGSHIP HARBOR ADVISORS, LLC has made 13 purchases of SPY, at an average price of $509.11, for a total of 143,218.00 shares. In addition, there have been 12 sales at an average price of $492.11 for 63,347.00 shares. Based on historical transaction data and SPY's current price of $623.62, FLAGSHIP HARBOR ADVISORS, LLC's estimated gain on his SPY holdings is $8.07 Mil, reflecting a 11.07% gain to date.
FLAGSHIP HARBOR ADVISORS, LLC SPY ($623.62) Holding Chart
FLAGSHIP HARBOR 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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