Gratus Capital, LLC SPY Holdings History
Gratus Capital, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-06-30, Gratus Capital, LLC held 67,278.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $36.61 Mil. This investment constitutes 1.47% of their stock portfolio, and Gratus Capital, LLC now holds -% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Gratus Capital, LLC has made 19 purchases of SPY, at an average price of $396.18, for a total of 67,687.00 shares. In addition, there have been 6 sales at an average price of $335.65 for 409.00 shares. Based on historical transaction data and SPY's current price of $622.14, Gratus Capital, LLC's estimated gain on his SPY holdings is $15.18 Mil, reflecting a 56.60% gain to date.
Gratus Capital, LLC SPY ($622.14) Holding Chart
Gratus Capital, LLC SPY ($622.14) 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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