LPL Financial LLC SPY Holdings History
LPL Financial LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, LPL Financial LLC held 17,400.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $9.73 Mil. This investment constitutes 0% of their stock portfolio, and LPL Financial LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q1. And since then LPL Financial LLC has made 27 purchases of SPY, at an average price of $308.27, for a total of 13.01 Mil shares. In addition, there have been 8 sales at an average price of $251.33 for 3.96 Mil shares. Based on historical transaction data and SPY's current price of $627.58, LPL Financial LLC's estimated gain on his SPY holdings is $2.66 Bil, reflecting a 66.44% gain to date.
LPL Financial LLC SPY ($627.58) Holding Chart
LPL Financial 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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