Palisades Hudson Asset Management, L.P. SPY Holdings History
Palisades Hudson Asset Management, L.P.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Palisades Hudson Asset Management, L.P. held 29,434.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $16.47 Mil. This investment constitutes 7.77% of their stock portfolio, and Palisades Hudson Asset Management, L.P. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then Palisades Hudson Asset Management, L.P. has made 9 purchases of SPY, at an average price of $179.76, for a total of 149,474.00 shares. In addition, there have been 27 sales at an average price of $295.50 for 120,040.00 shares. Based on historical transaction data and SPY's current price of $627.58, Palisades Hudson Asset Management, L.P.'s estimated gain on his SPY holdings is $27.08 Mil, reflecting a 100.77% gain to date.
Palisades Hudson Asset Management, L.P. SPY ($627.58) Holding Chart
Palisades Hudson Asset Management, L.P. 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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