Samalin Investment Counsel, LLC SPY Holdings History
Samalin Investment Counsel, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Samalin Investment Counsel, LLC held 9,501.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.32 Mil. This investment constitutes 2.15% of their stock portfolio, and Samalin Investment Counsel, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Samalin Investment Counsel, LLC has made 12 purchases of SPY, at an average price of $379.65, for a total of 22,531.00 shares. In addition, there have been 9 sales at an average price of $427.32 for 13,030.00 shares. Based on historical transaction data and SPY's current price of $607.12, Samalin Investment Counsel, LLC's estimated gain on his SPY holdings is $2.78 Mil, reflecting a 32.52% gain to date.
Samalin Investment Counsel, LLC SPY ($607.12) Holding Chart
Samalin Investment Counsel, 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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