Sullivan, Bruyette, Speros & Blaney, Inc. SPY Holdings History
Sullivan, Bruyette, Speros & Blaney, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2021-03-31, Sullivan, Bruyette, Speros & Blaney, Inc. held 1.27 Mil shares of SPDR S&P 500 ETF Trust(SPY), totaling $502.98 Mil. This investment constitutes 22.41% of their stock portfolio, and Sullivan, Bruyette, Speros & Blaney, Inc. now holds 0.14% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Sullivan, Bruyette, Speros & Blaney, Inc. has made 2 purchases of SPY, at an average price of $271.44, for a total of 1.46 Mil shares. In addition, there have been 10 sales at an average price of $315.29 for 190,503.00 shares. Based on historical transaction data and SPY's current price of $633.36, Sullivan, Bruyette, Speros & Blaney, Inc.'s estimated gain on his SPY holdings is $467.66 Mil, reflecting a 118.04% gain to date.
Sullivan, Bruyette, Speros & Blaney, Inc. SPY ($633.36) Holding Chart
Sullivan, Bruyette, Speros & Blaney, Inc. SPY ($633.36) 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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