Geller Advisors LLC SPY Holdings History

Number of Shares
241,658.00
Current Holdings Value*
$142.11 Mil
% of Portfolio
9.34%
Total Estimate Gain
$136.29 Mil
% of Total Estimate Gain
138.04%

Geller Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2024-12-31, Geller Advisors LLC held 241,658.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $142.11 Mil. This investment constitutes 9.34% of their stock portfolio, and Geller Advisors LLC now holds 0.02% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2013Q4. And since then Geller Advisors LLC has made 13 purchases of SPY, at an average price of $198.55, for a total of 497,266.00 shares. In addition, there have been 22 sales at an average price of $320.78 for 255,608.00 shares. Based on historical transaction data and SPY's current price of $633.26, Geller Advisors LLC's estimated gain on his SPY holdings is $136.29 Mil, reflecting a 138.04% gain to date.

Geller Advisors LLC SPY ($633.26) Holding Chart

Geller Advisors LLC SPY ($633.26) 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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