Number of Shares
28,115.00
Current Holdings Value*
$15.77 Mil
% of Portfolio
2.44%
Total Estimate Gain
$3.11 Mil
% of Total Estimate Gain
11.84%

SANDERS MORRIS HARRIS LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, SANDERS MORRIS HARRIS LLC held 28,115.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $15.77 Mil. This investment constitutes 2.44% of their stock portfolio, and SANDERS MORRIS HARRIS 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 SANDERS MORRIS HARRIS LLC has made 13 purchases of SPY, at an average price of $482.92, for a total of 54,440.00 shares. In addition, there have been 12 sales at an average price of $445.30 for 26,325.00 shares. Based on historical transaction data and SPY's current price of $628.86, SANDERS MORRIS HARRIS LLC's estimated gain on his SPY holdings is $3.11 Mil, reflecting a 11.84% gain to date.

SANDERS MORRIS HARRIS LLC SPY ($628.86) Holding Chart

SANDERS MORRIS HARRIS 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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