Number of Shares
10,117.00
Current Holdings Value*
$5.66 Mil
% of Portfolio
3.29%
Total Estimate Gain
$3.48 Mil
% of Total Estimate Gain
8.22%

Latitude Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Latitude Advisors, LLC held 10,117.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.66 Mil. This investment constitutes 3.29% of their stock portfolio, and Latitude Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2020Q4. And since then Latitude Advisors, LLC has made 7 purchases of SPY, at an average price of $428.70, for a total of 98,885.00 shares. In addition, there have been 10 sales at an average price of $444.52 for 88,768.00 shares. Based on historical transaction data and SPY's current price of $634.21, Latitude Advisors, LLC's estimated gain on his SPY holdings is $3.48 Mil, reflecting a 8.22% gain to date.

Latitude Advisors, LLC SPY ($634.21) Holding Chart

Latitude Advisors, LLC SPY ($634.21) 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 %

Top Ranked Articles

  • 1