Shaker Financial Services, LLC SPY Holdings History
Shaker Financial Services, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Shaker Financial Services, LLC held 5,000.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.80 Mil. This investment constitutes 1.09% of their stock portfolio, and Shaker Financial Services, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q3. And since then Shaker Financial Services, LLC has made 12 purchases of SPY, at an average price of $370.12, for a total of 200,118.00 shares. In addition, there have been 10 sales at an average price of $368.89 for 195,118.00 shares. Based on historical transaction data and SPY's current price of $627.58, Shaker Financial Services, LLC's estimated gain on his SPY holdings is $1.05 Mil, reflecting a 1.41% gain to date.
Shaker Financial Services, LLC SPY ($627.58) Holding Chart
Shaker Financial Services, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
