LAKE STREET ADVISORS GROUP, LLC SPY Holdings History
LAKE STREET ADVISORS GROUP, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-12-31, LAKE STREET ADVISORS GROUP, LLC held 225,379.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $132.53 Mil. This investment constitutes 6.12% of their stock portfolio, and LAKE STREET ADVISORS GROUP, LLC now holds 0.02% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then LAKE STREET ADVISORS GROUP, LLC has made 12 purchases of SPY, at an average price of $299.66, for a total of 318,645.00 shares. In addition, there have been 15 sales at an average price of $355.13 for 93,266.00 shares. Based on historical transaction data and SPY's current price of $633.30, LAKE STREET ADVISORS GROUP, LLC's estimated gain on his SPY holdings is $80.37 Mil, reflecting a 84.17% gain to date.
LAKE STREET ADVISORS GROUP, LLC SPY ($633.30) Holding Chart
LAKE STREET ADVISORS GROUP, LLC SPY ($633.30) 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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