GRIES FINANCIAL LLC SPY Holdings History
GRIES FINANCIAL LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, GRIES FINANCIAL LLC held 22,421.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $12.54 Mil. This investment constitutes 2.43% of their stock portfolio, and GRIES FINANCIAL LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q1. And since then GRIES FINANCIAL LLC has made 7 purchases of SPY, at an average price of $434.33, for a total of 25,863.00 shares. In addition, there have been 9 sales at an average price of $477.09 for 3,442.00 shares. Based on historical transaction data and SPY's current price of $625.34, GRIES FINANCIAL LLC's estimated gain on his SPY holdings is $4.43 Mil, reflecting a 39.43% gain to date.
GRIES FINANCIAL LLC SPY ($625.34) Holding Chart
GRIES FINANCIAL LLC SPY ($625.34) 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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