Number of Shares
7,428.00
Current Holdings Value*
$3.99 Mil
% of Portfolio
1.55%
Total Estimate Gain
$4.53 Mil
% of Total Estimate Gain
48.38%

ROMAN BUTLER FULLERTON & CO's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, ROMAN BUTLER FULLERTON & CO held 7,428.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.99 Mil. This investment constitutes 1.55% of their stock portfolio, and ROMAN BUTLER FULLERTON & CO now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q4. And since then ROMAN BUTLER FULLERTON & CO has made 13 purchases of SPY, at an average price of $381.06, for a total of 24,556.00 shares. In addition, there have been 11 sales at an average price of $535.59 for 17,128.00 shares. Based on historical transaction data and SPY's current price of $634.21, ROMAN BUTLER FULLERTON & CO's estimated gain on his SPY holdings is $4.53 Mil, reflecting a 48.38% gain to date.

ROMAN BUTLER FULLERTON & CO SPY ($634.21) Holding Chart

ROMAN BUTLER FULLERTON & CO SPY ($634.21) 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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