STRATEGY ASSET MANAGERS LLC SPY Holdings History
STRATEGY ASSET MANAGERS LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, STRATEGY ASSET MANAGERS LLC held 12,098.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.77 Mil. This investment constitutes 1.4% of their stock portfolio, and STRATEGY ASSET MANAGERS LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q1. And since then STRATEGY ASSET MANAGERS LLC has made 15 purchases of SPY, at an average price of $289.24, for a total of 188,526.00 shares. In addition, there have been 21 sales at an average price of $305.14 for 176,428.00 shares. Based on historical transaction data and SPY's current price of $627.58, STRATEGY ASSET MANAGERS LLC's estimated gain on his SPY holdings is $6.90 Mil, reflecting a 12.65% gain to date.
STRATEGY ASSET MANAGERS LLC SPY ($627.58) Holding Chart
STRATEGY ASSET MANAGERS LLC SPY ($627.58) 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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