Orca Investment Management, LLC SPY Holdings History
Orca Investment Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Orca Investment Management, LLC held 9,594.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.37 Mil. This investment constitutes 5.36% of their stock portfolio, and Orca Investment Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Orca Investment Management, LLC has made 9 purchases of SPY, at an average price of $331.86, for a total of 17,883.00 shares. In addition, there have been 15 sales at an average price of $372.20 for 8,289.00 shares. Based on historical transaction data and SPY's current price of $617.65, Orca Investment Management, LLC's estimated gain on his SPY holdings is $3.08 Mil, reflecting a 51.84% gain to date.
Orca Investment Management, LLC SPY ($617.65) Holding Chart
Orca Investment Management, LLC SPY ($617.65) 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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