Simplicity Solutions, LLC SPY Holdings History
Simplicity Solutions, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2023-12-31, Simplicity Solutions, LLC held 184,768.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $87.82 Mil. This investment constitutes 2.4% of their stock portfolio, and Simplicity Solutions, LLC now holds 0.02% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2015Q1. And since then Simplicity Solutions, LLC has made 13 purchases of SPY, at an average price of $321.44, for a total of 697,364.00 shares. In addition, there have been 12 sales at an average price of $323.45 for 512,596.00 shares. Based on historical transaction data and SPY's current price of $627.58, Simplicity Solutions, LLC's estimated gain on his SPY holdings is $57.59 Mil, reflecting a 25.69% gain to date.
Simplicity Solutions, LLC SPY ($627.58) Holding Chart
Simplicity Solutions, 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 % | |||
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