PRIVATE CLIENT SERVICES, LLC SPY Holdings History
PRIVATE CLIENT SERVICES, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, PRIVATE CLIENT SERVICES, LLC held 12,478.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $7.71 Mil. This investment constitutes 3% of their stock portfolio, and PRIVATE CLIENT SERVICES, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then PRIVATE CLIENT SERVICES, LLC has made 3 purchases of SPY, at an average price of $494.02, for a total of 16,454.00 shares. In addition, there have been 3 sales at an average price of $556.77 for 3,976.00 shares. Based on historical transaction data and SPY's current price of $623.62, PRIVATE CLIENT SERVICES, LLC's estimated gain on his SPY holdings is $1.87 Mil, reflecting a 22.96% gain to date.
PRIVATE CLIENT SERVICES, LLC SPY ($623.62) Holding Chart
PRIVATE CLIENT SERVICES, 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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