INSIGNEO ADVISORY SERVICES, LLC SPY Holdings History
INSIGNEO ADVISORY SERVICES, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, INSIGNEO ADVISORY SERVICES, LLC held 74,093.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $41.45 Mil. This investment constitutes 4.28% of their stock portfolio, and INSIGNEO ADVISORY SERVICES, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then INSIGNEO ADVISORY SERVICES, LLC has made 7 purchases of SPY, at an average price of $503.38, for a total of 161,552.00 shares. In addition, there have been 2 sales at an average price of $574.51 for 87,459.00 shares. Based on historical transaction data and SPY's current price of $627.58, INSIGNEO ADVISORY SERVICES, LLC's estimated gain on his SPY holdings is $15.42 Mil, reflecting a 18.97% gain to date.
INSIGNEO ADVISORY SERVICES, LLC SPY ($627.58) Holding Chart
INSIGNEO ADVISORY SERVICES, LLC 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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