Number of Shares
28,660.00
Current Holdings Value*
$16.03 Mil
% of Portfolio
0.48%
Total Estimate Gain
$10.65 Mil
% of Total Estimate Gain
4.39%

SCHARF INVESTMENTS, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, SCHARF INVESTMENTS, LLC held 28,660.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $16.03 Mil. This investment constitutes 0.48% of their stock portfolio, and SCHARF INVESTMENTS, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2014Q4. And since then SCHARF INVESTMENTS, LLC has made 13 purchases of SPY, at an average price of $388.96, for a total of 624,109.00 shares. In addition, there have been 18 sales at an average price of $396.25 for 595,449.00 shares. Based on historical transaction data and SPY's current price of $609.17, SCHARF INVESTMENTS, LLC's estimated gain on his SPY holdings is $10.65 Mil, reflecting a 4.39% gain to date.

SCHARF INVESTMENTS, LLC SPY ($609.17) Holding Chart

SCHARF INVESTMENTS, LLC SPY ($609.17) 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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