Sigma Planning Corp SPY Holdings History
Sigma Planning Corp's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Sigma Planning Corp held 94,481.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $52.85 Mil. This investment constitutes 1.69% of their stock portfolio, and Sigma Planning Corp now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q4. And since then Sigma Planning Corp has made 17 purchases of SPY, at an average price of $353.71, for a total of 303,850.00 shares. In addition, there have been 13 sales at an average price of $426.84 for 209,369.00 shares. Based on historical transaction data and SPY's current price of $620.42, Sigma Planning Corp's estimated gain on his SPY holdings is $40.51 Mil, reflecting a 37.69% gain to date.
Sigma Planning Corp SPY ($620.42) Holding Chart
Sigma Planning Corp SPY ($620.42) 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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