O'ROURKE & COMPANY, Inc SPY Holdings History
O'ROURKE & COMPANY, Inc's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, O'ROURKE & COMPANY, Inc held 3,370.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.08 Mil. This investment constitutes 0.97% of their stock portfolio, and O'ROURKE & COMPANY, Inc now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then O'ROURKE & COMPANY, Inc has made 10 purchases of SPY, at an average price of $484.73, for a total of 3,827.00 shares. In addition, there have been 4 sales at an average price of $402.83 for 457.00 shares. Based on historical transaction data and SPY's current price of $634.21, O'ROURKE & COMPANY, Inc's estimated gain on his SPY holdings is $466,322.15, reflecting a 25.14% gain to date.
O'ROURKE & COMPANY, Inc SPY ($634.21) Holding Chart
O'ROURKE & COMPANY, Inc 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 % | |||
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