MARQUETTE ASSOCIATES, INC. SPY Holdings History
MARQUETTE ASSOCIATES, INC.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, MARQUETTE ASSOCIATES, INC. held 16,169.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $9.04 Mil. This investment constitutes 9.05% of their stock portfolio, and MARQUETTE ASSOCIATES, INC. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then MARQUETTE ASSOCIATES, INC. has made 3 purchases of SPY, at an average price of $449.09, for a total of 20,817.00 shares. In addition, there have been 2 sales at an average price of $587.82 for 4,648.00 shares. Based on historical transaction data and SPY's current price of $622.14, MARQUETTE ASSOCIATES, INC.'s estimated gain on his SPY holdings is $3.44 Mil, reflecting a 36.83% gain to date.
MARQUETTE ASSOCIATES, INC. SPY ($622.14) Holding Chart
MARQUETTE ASSOCIATES, INC. SPY ($622.14) 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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