Schechter Investment Advisors, LLC SPY Holdings History
Schechter Investment Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Schechter Investment Advisors, LLC held 52,288.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $29.25 Mil. This investment constitutes 2.41% of their stock portfolio, and Schechter Investment Advisors, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Schechter Investment Advisors, LLC has made 4 purchases of SPY, at an average price of $405.87, for a total of 63,091.00 shares. In addition, there have been 7 sales at an average price of $537.79 for 10,803.00 shares. Based on historical transaction data and SPY's current price of $627.18, Schechter Investment Advisors, LLC's estimated gain on his SPY holdings is $13.00 Mil, reflecting a 50.75% gain to date.
Schechter Investment Advisors, LLC SPY ($627.18) Holding Chart
Schechter Investment Advisors, LLC SPY ($627.18) 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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