Financial Perspectives, Inc SPY Holdings History
Financial Perspectives, Inc's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Financial Perspectives, Inc held 6,912.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.87 Mil. This investment constitutes 1.32% of their stock portfolio, and Financial Perspectives, Inc now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Financial Perspectives, Inc has made 15 purchases of SPY, at an average price of $385.47, for a total of 2.39 Mil shares. In addition, there have been 2 sales at an average price of $417.07 for 2.38 Mil shares. Based on historical transaction data and SPY's current price of $627.58, Financial Perspectives, Inc's estimated gain on his SPY holdings is $77.04 Mil, reflecting a 8.36% gain to date.
Financial Perspectives, Inc SPY ($627.58) Holding Chart
Financial Perspectives, Inc SPY ($627.58) 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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