Number of Shares
1.11 Mil
Current Holdings Value*
$211.74 Mil
% of Portfolio
1.45%
Total Estimate Gain
$407.21 Mil
% of Total Estimate Gain
61.64%

LADENBURG THALMANN FINANCIAL SERVICES INC's SPDR S&P 500 ETF Trust Holding Summary

As of 2019-12-31, LADENBURG THALMANN FINANCIAL SERVICES INC held 1.11 Mil shares of SPDR S&P 500 ETF Trust(SPY), totaling $211.74 Mil. This investment constitutes 1.45% of their stock portfolio, and LADENBURG THALMANN FINANCIAL SERVICES INC now holds 0.12% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2013Q2. And since then LADENBURG THALMANN FINANCIAL SERVICES INC has made 13 purchases of SPY, at an average price of $250.81, for a total of 2.63 Mil shares. In addition, there have been 9 sales at an average price of $244.47 for 1.53 Mil shares. Based on historical transaction data and SPY's current price of $627.58, LADENBURG THALMANN FINANCIAL SERVICES INC's estimated gain on his SPY holdings is $407.21 Mil, reflecting a 61.64% gain to date.

LADENBURG THALMANN FINANCIAL SERVICES INC SPY ($627.58) Holding Chart

LADENBURG THALMANN FINANCIAL SERVICES 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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