Shade Tree Advisors LLC SPY Holdings History
Shade Tree Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Shade Tree Advisors LLC held 8,237.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.61 Mil. This investment constitutes 4.57% of their stock portfolio, and Shade Tree Advisors LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. And since then Shade Tree Advisors LLC has made 1 purchases of SPY, at an average price of $588.28, for a total of 8,237.00 shares. Based on historical transaction data and SPY's current price of $623.27, Shade Tree Advisors LLC's estimated gain on his SPY holdings is $288,282.88, reflecting a 5.95% gain to date.
Shade Tree Advisors LLC SPY ($623.27) Holding Chart
Shade Tree Advisors LLC SPY ($623.27) 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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