Stephenson & Company, Inc. SPY Holdings History
Stephenson & Company, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Stephenson & Company, Inc. held 6,303.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.53 Mil. This investment constitutes 2.29% of their stock portfolio, and Stephenson & Company, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then Stephenson & Company, Inc. has made 2 purchases of SPY, at an average price of $445.88, for a total of 6,367.00 shares. In addition, there have been 3 sales at an average price of $530.29 for 64.00 shares. Based on historical transaction data and SPY's current price of $627.58, Stephenson & Company, Inc.'s estimated gain on his SPY holdings is $1.15 Mil, reflecting a 40.53% gain to date.
Stephenson & Company, Inc. SPY ($627.58) Holding Chart
Stephenson & Company, Inc. 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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