Sharper & Granite LLC SPY Holdings History

Number of Shares
9,790.00
Current Holdings Value*
$5.48 Mil
% of Portfolio
2.26%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
24.55%

Sharper & Granite LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Sharper & Granite LLC held 9,790.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.48 Mil. This investment constitutes 2.26% of their stock portfolio, and Sharper & Granite LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2022Q4. And since then Sharper & Granite LLC has made 8 purchases of SPY, at an average price of $498.58, for a total of 10,080.00 shares. In addition, there have been 1 sales at an average price of $397.73 for 290.00 shares. Based on historical transaction data and SPY's current price of $627.58, Sharper & Granite LLC's estimated gain on his SPY holdings is $1.23 Mil, reflecting a 24.55% gain to date.

Sharper & Granite LLC SPY ($627.58) Holding Chart

Sharper & Granite 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