Pinkerton Retirement Specialists, LLC SPY Holdings History
Pinkerton Retirement Specialists, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Pinkerton Retirement Specialists, LLC held 221,909.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $124.13 Mil. This investment constitutes 16.11% of their stock portfolio, and Pinkerton Retirement Specialists, LLC now holds 0.02% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2015Q1. And since then Pinkerton Retirement Specialists, LLC has made 10 purchases of SPY, at an average price of $444.81, for a total of 384,013.00 shares. In addition, there have been 19 sales at an average price of $375.60 for 162,104.00 shares. Based on historical transaction data and SPY's current price of $628.86, Pinkerton Retirement Specialists, LLC's estimated gain on his SPY holdings is $29.63 Mil, reflecting a 17.34% gain to date.
Pinkerton Retirement Specialists, LLC SPY ($628.86) Holding Chart
Pinkerton Retirement Specialists, LLC SPY ($628.86) 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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