SIMON QUICK ADVISORS, LLC SPY Holdings History
SIMON QUICK ADVISORS, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, SIMON QUICK ADVISORS, LLC held 266,917.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $149.31 Mil. This investment constitutes 8.5% of their stock portfolio, and SIMON QUICK ADVISORS, LLC now holds 0.03% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then SIMON QUICK ADVISORS, LLC has made 17 purchases of SPY, at an average price of $353.55, for a total of 344,548.00 shares. In addition, there have been 11 sales at an average price of $402.98 for 77,631.00 shares. Based on historical transaction data and SPY's current price of $611.87, SIMON QUICK ADVISORS, LLC's estimated gain on his SPY holdings is $72.79 Mil, reflecting a 59.75% gain to date.
SIMON QUICK ADVISORS, LLC SPY ($611.87) Holding Chart
SIMON QUICK ADVISORS, LLC SPY ($611.87) 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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