Pullen Investment Management, LLC SPY Holdings History
Pullen Investment Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Pullen Investment Management, LLC held 6,165.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.45 Mil. This investment constitutes 2.18% of their stock portfolio, and Pullen Investment Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q1. And since then Pullen Investment Management, LLC has made 1 purchases of SPY, at an average price of $502.03, for a total of 6,265.00 shares. In addition, there have been 2 sales at an average price of $564.43 for 100.00 shares. Based on historical transaction data and SPY's current price of $628.86, Pullen Investment Management, LLC's estimated gain on his SPY holdings is $788,157.50, reflecting a 25.06% gain to date.
Pullen Investment Management, LLC SPY ($628.86) Holding Chart
Pullen Investment Management, 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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