Shulman DeMeo Asset Management LLC SPY Holdings History
Shulman DeMeo Asset Management LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Shulman DeMeo Asset Management LLC held 382,020.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $236.03 Mil. This investment constitutes 58.44% of their stock portfolio, and Shulman DeMeo Asset Management LLC now holds 0.04% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then Shulman DeMeo Asset Management LLC has made 6 purchases of SPY, at an average price of $357.90, for a total of 902,172.00 shares. In addition, there have been 20 sales at an average price of $429.34 for 520,152.00 shares. Based on historical transaction data and SPY's current price of $628.77, Shulman DeMeo Asset Management LLC's estimated gain on his SPY holdings is $140.63 Mil, reflecting a 43.55% gain to date.
Shulman DeMeo Asset Management LLC SPY ($628.77) Holding Chart
Shulman DeMeo Asset Management LLC SPY ($628.77) 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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