Operose Advisors LLC SPY Holdings History
Operose Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Operose Advisors LLC held 18,488.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $10.34 Mil. This investment constitutes 3.43% of their stock portfolio, and Operose Advisors LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Operose Advisors LLC has made 8 purchases of SPY, at an average price of $494.52, for a total of 19,462.00 shares. In addition, there have been 3 sales at an average price of $489.97 for 974.00 shares. Based on historical transaction data and SPY's current price of $623.62, Operose Advisors LLC's estimated gain on his SPY holdings is $2.38 Mil, reflecting a 24.75% gain to date.
Operose Advisors LLC SPY ($623.62) Holding Chart
Operose Advisors LLC SPY ($623.62) 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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