Number of Shares
17,634.00
Current Holdings Value*
$9.86 Mil
% of Portfolio
0.73%
Total Estimate Gain
$2.92 Mil
% of Total Estimate Gain
15.58%

Sage Mountain Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Sage Mountain Advisors LLC held 17,634.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $9.86 Mil. This investment constitutes 0.73% of their stock portfolio, and Sage Mountain Advisors LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2020Q4. And since then Sage Mountain Advisors LLC has made 13 purchases of SPY, at an average price of $466.21, for a total of 40,132.00 shares. In addition, there have been 4 sales at an average price of $485.36 for 22,498.00 shares. Based on historical transaction data and SPY's current price of $607.12, Sage Mountain Advisors LLC's estimated gain on his SPY holdings is $2.92 Mil, reflecting a 15.58% gain to date.

Sage Mountain Advisors LLC SPY ($607.12) Holding Chart

Sage Mountain Advisors LLC SPY ($607.12) 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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