Palisade Asset Management, LLC SPY Holdings History
Palisade Asset Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Palisade Asset Management, LLC held 40,105.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $22.43 Mil. This investment constitutes 2.3% of their stock portfolio, and Palisade Asset 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 Palisade Asset Management, LLC has made 4 purchases of SPY, at an average price of $271.40, for a total of 60,765.00 shares. In addition, there have been 24 sales at an average price of $408.48 for 20,660.00 shares. Based on historical transaction data and SPY's current price of $627.58, Palisade Asset Management, LLC's estimated gain on his SPY holdings is $17.12 Mil, reflecting a 103.79% gain to date.
Palisade Asset Management, LLC SPY ($627.58) Holding Chart
Palisade Asset Management, LLC SPY ($627.58) 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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